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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Angeles Wealth Management
California
$682K +$618K +5,221 New
TFA
702
Toth Financial Advisory
Virginia
$679K +$290K +2,450 +89%
SWP
703
Stratos Wealth Partners
Ohio
$675K +$104K +879 +20%
OIS
704
Okabena Investment Services
Minnesota
$675K +$37.2K +314 +6%
MWM
705
MGB Wealth Management
Texas
$672K +$59.2K +500 +11%
RDWM
706
Red Door Wealth Management
Tennessee
$672K -$593K -5,016 -49%
NI
707
NFC Investments
Tennessee
$671K – – –
VFA
708
Valeo Financial Advisors
Indiana
$666K +$124K +1,045 +26%
PFS
709
Prospera Financial Services
Texas
$663K -$23.2K -196 -4%
SM
710
Sweeney & Michel
California
$661K +$828 +7 +0.1%
PWP
711
Principle Wealth Partners
Connecticut
$656K -$177K -1,500 -23%
BCWM
712
Bartlett & Co Wealth Management
Ohio
$653K -$47.3K -400 -7%
FCM
713
FJ Capital Management
Virginia
$640K +$580K +4,899 New
EIA
714
Edgemoor Investment Advisors
Maryland
$639K +$6.15K +52 +1%
LS
715
Livforsakringsbolaget Skandia
Sweden
$636K +$416K +3,518 +260%
JF
716
Jump Financial
Illinois
$632K +$153K +1,294 +37%
EA
717
Emerald Advisers
Pennsylvania
$631K – – –
EAM
718
Eschler Asset Management
United Kingdom
$629K – – –
DSC
719
Duncker Streett & Co
Missouri
$627K – – –
TW
720
TrinityPoint Wealth
Connecticut
$627K +$1.77K +15 +0.3%
EWA
721
EP Wealth Advisors
California
$626K +$59.6K +504 +12%
LWMM
722
Legacy Wealth Management (Mississippi)
Mississippi
$623K +$565K +4,774 New
FC
723
Fusion Capital
South Carolina
$617K +$828 +7 +0.1%
MLM
724
Mount Lucas Management
Pennsylvania
$616K +$13.7K +116 +3%
AFS
725
Aft Forsyth & Sober
Florida
$614K – – –
27 28
29
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