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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
701
Linscomb Wealth
Texas
$933K -$49K -419 -6%
MFG
702
Mosaic Financial Group
Illinois
$931K – – –
KNW
703
Kesler Norman & Wride
Utah
$928K -$40.6K -347 -5%
DLA
704
Douglas Lane & Associates
New York
$924K -$3.16K -27 -0.4%
DWM
705
Dogwood Wealth Management
Kansas
$910K +$772K +6,593 +109,883%
ICM
706
Islay Capital Management
Texas
$903K +$31.4K +268 +4%
FH
707
FWG Holdings
Florida
$898K +$23.8K +203 +3%
GT
708
Glenview Trust
Kentucky
$897K +$31.7K +271 +4%
GT
709
Greenleaf Trust
Michigan
$896K -$31K -265 -4%
MSAM
710
Moloney Securities Asset Management
Missouri
$895K +$117 +1 +0%
TA
711
TFB Advisors
Kansas
$892K +$38.2K +326 +5%
JEST
712
JTC Employer Solutions Trustee
Jersey
$885K +$247K +2,113 +47%
ONB
713
Old National Bancorp
Indiana
$879K +$32.7K +279 +4%
MCM
714
Mainstay Capital Management
Michigan
$877K +$403K +3,446 +109%
CI
715
Cigna Investments
Connecticut
$877K -$14.6K -125 -2%
WPC
716
Wedmont Private Capital
Pennsylvania
$871K +$92.8K +793 +15%
AWA
717
Arete Wealth Advisors
Illinois
$869K -$175K -1,495 -19%
AIP
718
Ameritas Investment Partners
Nebraska
$856K – – –
AF
719
Allworth Financial
California
$853K +$149K +1,272 +25%
CIA
720
Concurrent Investment Advisors
Florida
$853K -$430K -3,675 -36%
MCM
721
Marsico Capital Management
Colorado
$851K -$43.7M -373,028 -98%
WFC
722
Western Financial Corp
California
$845K -$5.27K -45 -0.7%
OCM
723
One Capital Management
California
$844K -$117 -1 -0%
CWM
724
Congress Wealth Management
Massachusetts
$842K +$192K +1,640 +35%
SDWIA
725
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$835K – – –
27 28
29
30 31