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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
701
Visionary Wealth Advisors
Illinois
$957K +$4.55K +31 +0.5%
CF
702
Centaurus Financial
California
$955K -$34.6K -236 -4%
OTL
703
Oak Thistle LLC
New York
$955K +$629K +4,290 +198%
CIA
704
Concurrent Investment Advisors
Florida
$950K -$16.3K -111 -2%
EWA
705
EP Wealth Advisors
California
$948K +$237K +1,614 +34%
RGI
706
River Global Investors
United Kingdom
$946K -$1.11M -7,537 -54%
FMLI
707
Fukoku Mutual Life Insurance
Japan
$943K +$142K +970 +18%
GLAM
708
Gardner Lewis Asset Management
Pennsylvania
$941K +$934K +6,365 New
SAM
709
Shell Asset Management
Netherlands
$936K +$524K +3,570 +129%
WF
710
Welch & Forbes
Massachusetts
$930K +$5.72K +39 +0.6%
SDWIA
711
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$928K -$21.1K -144 -2%
VSQM
712
V-Square Quantitative Management
Illinois
$926K +$460K +3,137 +100%
DI
713
Diligent Investors
California
$921K – – –
EAM
714
Empirical Asset Management
Massachusetts
$914K +$897K +6,112 +59%
LA
715
Legacy Advisors
Pennsylvania
$910K +$323K +2,202 +56%
GT
716
Greenleaf Trust
Michigan
$908K +$65.1K +444 +8%
GC
717
Guidance Capital
Kentucky
$906K +$803K +5,475 New
KWA
718
Kingswood Wealth Advisors
California
$900K -$3.93M -26,784 -81%
TA
719
TFB Advisors
Kansas
$899K +$32.6K +222 +4%
SPC
720
Spirepoint Private Client
Florida
$889K – – –
OWP
721
Obermeyer Wealth Partners
Colorado
$881K – – –
BTWM
722
Baker Tilly Wealth Management
Wisconsin
$871K +$11.9K +81 +1%
STA
723
Summit Trail Advisors
New York
$868K +$281K +1,916 +48%
OCM
724
One Capital Management
California
$862K -$36.7K -250 -4%
DWT
725
Dorsey & Whitney Trust
South Dakota
$858K -$162K -1,103 -16%
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