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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
726
Register Financial Advisors
Georgia
$401K -$41.2K -448 -10%
BC
727
Bridgefront Capital
Texas
$401K -$267K -2,908 -42%
NEI
728
Northwest & Ethical Investments
Ontario, Canada
$397K +$363K +3,949 New
OA
729
Operose Advisors
Wisconsin
$395K – – –
CCA
730
Clearwater Capital Advisors
Illinois
$388K -$51.2K -557 -13%
KP
731
Keel Point
Alabama
$385K +$55.8K +607 +19%
AL
732
ADE LLC
Maryland
$383K – – –
TWM
733
Tradition Wealth Management
Minnesota
$382K -$11K -120 -3%
PAM
734
Panagora Asset Management
Massachusetts
$379K +$22.1K +240 +7%
TC
735
TAGStone Capital
North Carolina
$378K +$644 +7 +0.2%
RFA
736
Resurgent Financial Advisors
Georgia
$378K +$4.51K +49 +1%
GT
737
Greenleaf Trust
Michigan
$376K – – –
AWM
738
Axxcess Wealth Management
California
$375K -$41.7K -453 -11%
SIM
739
SSI Investment Management
California
$373K -$3.77K -41 -1%
LMKC
740
L.M. Kohn & Company
Ohio
$367K – – –
AAS
741
Ameritas Advisory Services
Nebraska
$366K -$408K -4,438 -55%
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$364K -$4.6K -50 -1%
SP
743
Symmetry Partners
Connecticut
$362K – – –
VFA
744
Valeo Financial Advisors
Indiana
$359K +$46.3K +503 +16%
LWL
745
Leo Wealth LLC
Texas
$359K +$45.1K +490 +16%
DA
746
Duality Advisers
Florida
$359K +$328K +3,568 New
CNBTD
747
Citizens National Bank Trust Department
Mississippi
$358K – – –
GWM
748
Gitterman Wealth Management
New Jersey
$357K – – –
MOS
749
MGO One Seven
Ohio
$357K +$14.6K +159 +5%
AAS
750
Avantax Advisory Services
Texas
$354K -$4.14K -45 -1%
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30
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