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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
701
Yorktown Management & Research Company
Virginia
$661K – – –
AC
702
AXQ Capital
New Jersey
$651K +$688K +7,091 New
LW
703
Linscomb Wealth
Texas
$642K -$529K -5,453 -44%
TAFW
704
Tred Avon Family Wealth
Maryland
$641K -$19.6K -202 -3%
RFA
705
Register Financial Advisors
Georgia
$638K +$117K +1,204 +21%
RIG
706
RiverFront Investment Group
Virginia
$632K +$61.8K +637 +10%
CCM
707
Canal Capital Management
Virginia
$625K -$4.01M -41,348 -86%
DT
708
Diversified Trust
Tennessee
$624K +$121K +1,249 +23%
JJBC
709
James J. Burns & Company
New York
$622K -$97K -1,000 -13%
A
710
Allianz
Germany
$620K +$48.5K +500 +8%
NAM
711
NorthCrest Asset Manangement
Minnesota
$617K -$776 -8 -0.1%
PPWP
712
Premier Path Wealth Partners
New Jersey
$615K -$6.88K -71 -1%
IWM
713
IHT Wealth Management
Illinois
$614K -$68.8K -709 -10%
PCA
714
Pallas Capital Advisors
Massachusetts
$612K +$84.7K +873 +15%
JEST
715
JTC Employer Solutions Trustee
Jersey
$611K – – –
SAM
716
Sompo Asset Management
Japan
$608K -$97.9K -1,010 -13%
MC
717
Machina Capital
France
$605K -$243K -2,504 -28%
IRC
718
Investors Research Corp
Georgia
$603K -$14.5K -150 -2%
WAP
719
Wealthcare Advisory Partners
Pennsylvania
$603K -$24.8K -256 -4%
MG
720
Marex Group
$602K +$636K +6,556 New
SFG
721
Stonebridge Financial Group
California
$600K +$635K +6,544 New
RDWM
722
Red Door Wealth Management
Tennessee
$600K +$7.08K +73 +1%
DAS
723
Dynamic Advisor Solutions
Arizona
$598K -$9.12K -94 -1%
VWA
724
Visionary Wealth Advisors
Illinois
$592K -$48.4K -499 -7%
FCP
725
Fidelis Capital Partners
Florida
$591K +$2.52K +26 +0.4%
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