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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
701
Mutual Advisors
Nebraska
$669K -$43.9K -453 -6%
TTIC
702
Tower Trust & Investment Company
Iowa
$669K -$247K -2,547 -26%
TWM
703
Tradition Wealth Management
Minnesota
$662K +$23.3K +240 +3%
YMRC
704
Yorktown Management & Research Company
Virginia
$661K – – –
AC
705
AXQ Capital
New Jersey
$651K +$688K +7,091 New
LW
706
Linscomb Wealth
Texas
$642K -$529K -5,453 -44%
TAFW
707
Tred Avon Family Wealth
Maryland
$641K -$19.6K -202 -3%
RFA
708
Register Financial Advisors
Georgia
$638K +$117K +1,204 +21%
RIG
709
RiverFront Investment Group
Virginia
$632K +$61.8K +637 +10%
CCM
710
Canal Capital Management
Virginia
$625K -$4.01M -41,348 -86%
DT
711
Diversified Trust
Tennessee
$624K +$121K +1,249 +23%
JJBC
712
James J. Burns & Company
New York
$622K -$97K -1,000 -13%
A
713
Allianz
Germany
$620K +$48.5K +500 +8%
NAM
714
NorthCrest Asset Manangement
Minnesota
$617K -$776 -8 -0.1%
PPWP
715
Premier Path Wealth Partners
New Jersey
$615K -$6.88K -71 -1%
IWM
716
IHT Wealth Management
Illinois
$614K -$68.8K -709 -10%
PCA
717
Pallas Capital Advisors
Massachusetts
$612K +$84.7K +873 +15%
JEST
718
JTC Employer Solutions Trustee
Jersey
$611K – – –
SAM
719
Sompo Asset Management
Japan
$608K -$97.9K -1,010 -13%
MC
720
Machina Capital
France
$605K -$243K -2,504 -28%
IRC
721
Investors Research Corp
Georgia
$603K -$14.5K -150 -2%
WAP
722
Wealthcare Advisory Partners
Pennsylvania
$603K -$24.8K -256 -4%
MG
723
Marex Group
$602K +$636K +6,556 New
SFG
724
Stonebridge Financial Group
California
$600K +$635K +6,544 New
RDWM
725
Red Door Wealth Management
Tennessee
$600K +$7.08K +73 +1%
27 28
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30 31