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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
701
Sompo Asset Management
Japan
$957K -$21.1K -170 -2%
TAM
702
Trust Asset Management
Texas
$956K -$33.2K -267 -3%
BIG
703
Brooklyn Investment Group
New York
$953K +$579K +4,653 +172%
TCA
704
Transcend Capital Advisors
New Jersey
$949K +$7.59K +61 +0.8%
RSWM
705
Robertson Stephens Wealth Management
California
$943K -$102K -821 -10%
PAM
706
Paradigm Asset Management
New York
$937K -$62.2K -500 -6%
WANY
707
Wealthspire Advisors (New York)
New York
$935K +$638K +5,133 +233%
GAM
708
Guinness Asset Management
United Kingdom
$935K +$197K +1,584 +28%
DA
709
Drake & Associates
Wisconsin
$933K +$12.9K +104 +1%
SWP
710
Sagespring Wealth Partners
Tennessee
$933K -$62.8K -505 -6%
FTWA
711
Fifth Third Wealth Advisors
Ohio
$932K -$49.6K -399 -5%
SRC
712
Sage Rhino Capital
California
$931K +$3.98K +32 +0.4%
WPC
713
Wedmont Private Capital
Pennsylvania
$928K +$5.22K +42 +0.6%
OCM
714
One Capital Management
California
$926K +$117K +942 +15%
DS
715
DRW Securities
Illinois
$926K -$562K -4,515 -38%
DAS
716
Dynamic Advisor Solutions
Arizona
$920K -$58.3K -469 -6%
YMRC
717
Yorktown Management & Research Company
Virginia
$918K – – –
SCM
718
Silvant Capital Management
Georgia
$916K – – –
WAP
719
Wealthcare Advisory Partners
Pennsylvania
$909K -$509K -4,092 -36%
KHCM
720
Kirtland Hills Capital Management
Ohio
$908K +$202K +1,623 +29%
GT
721
Glenview Trust
Kentucky
$900K -$7.09K -57 -0.8%
DFCM
722
Dark Forest Capital Management
Puerto Rico
$898K +$876K +7,042 New
PWP
723
Pursue Wealth Partners
California
$897K -$531K -4,266 -38%
SG
724
StoneX Group
New York
$893K -$244K -1,965 -22%
LW
725
Linscomb Wealth
Texas
$892K -$249 -2 -0%
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