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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$818K +$276K +2,006 +40%
GT
702
Greenleaf Trust
Michigan
$809K +$118K +861 +14%
MFG
703
Mosaic Financial Group
Illinois
$809K -$963K -7,000 -50%
DLA
704
Douglas Lane & Associates
New York
$806K -$20.6K -150 -2%
SAM
705
Strategy Asset Managers
California
$801K -$5.92K -43 -0.6%
VWA
706
Visionary Wealth Advisors
Illinois
$794K +$55K +400 +6%
SAM
707
Sawgrass Asset Management
Florida
$793K -$133K -968 -12%
TCA
708
Transcend Capital Advisors
New Jersey
$793K -$298K -2,167 -24%
BEI
709
Benjamin Edwards Inc
Missouri
$788K +$188K +1,370 +25%
OWP
710
Old Well Partners
North Carolina
$779K -$4.5M -32,682 -83%
MSAM
711
Moloney Securities Asset Management
Missouri
$778K +$3.71K +27 +0.4%
FWP
712
Firethorn Wealth Partners
Georgia
$777K -$20.4K -148 -2%
CI
713
Cigna Investments
Connecticut
$776K -$21.3K -155 -2%
ICM
714
Islay Capital Management
Texas
$754K +$163K +1,186 +22%
GT
715
Glenview Trust
Kentucky
$748K +$106K +770 +14%
CF
716
Centaurus Financial
California
$744K -$3.03K -22 -0.3%
AIP
717
Ameritas Investment Partners
Nebraska
$743K -$20.1K -146 -2%
WFC
718
Western Financial Corp
California
$739K +$880K +6,395 New
EWA
719
EP Wealth Advisors
California
$739K -$2.2K -16 -0.2%
TA
720
TFB Advisors
Kansas
$738K +$41.7K +303 +5%
OCM
721
One Capital Management
California
$733K +$71K +516 +9%
ONB
722
Old National Bancorp
Indiana
$731K -$67K -487 -7%
IAS
723
Insigneo Advisory Services
Florida
$730K -$166K -1,207 -16%
EI
724
Ethic Inc
New York
$729K +$283K +2,054 +50%
SQA
725
Simon Quick Advisors
New Jersey
$728K +$479K +3,482 +124%