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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
726
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$725K – – –
VSQM
727
V-Square Quantitative Management
Illinois
$721K -$3.03K -22 -0.4%
DI
728
Diligent Investors
California
$720K – – –
WAS
729
WESPAC Advisors SoCal
California
$713K +$848K +6,166 New
CCM
730
Coldstream Capital Management
Washington
$708K +$263K +1,912 +45%
BP
731
Ballentine Partners
Massachusetts
$703K +$49.8K +362 +6%
SC
732
Scotia Capital
Ontario, Canada
$696K -$1.11M -8,054 -57%
SPC
733
Spirepoint Private Client
Florida
$695K – – –
ETC
734
Exchange Traded Concepts
Oklahoma
$685K -$382K -2,775 -32%
FH
735
FWG Holdings
Florida
$684K +$138K +1,004 +20%
MCC
736
Money Concepts Capital
Florida
$679K +$51.5K +374 +7%
WF
737
Welch & Forbes
Massachusetts
$675K -$61.5K -447 -7%
MWM
738
MGB Wealth Management
Texas
$672K +$13.8K +100 +2%
FCP
739
Fidelis Capital Partners
Florida
$670K -$211K -1,531 -21%
IIC
740
Integrated Investment Consultants
Michigan
$668K +$5.92K +43 +0.7%
GSEP
741
Golden State Equity Partners
California
$667K +$60.4K +439 +8%
EPIM
742
Evelyn Partners Investment Management
$665K – – –
SW
743
SMART Wealth
Nebraska
$665K +$275K +1,996 +53%
GLA
744
Good Life Advisors
Pennsylvania
$663K +$963 +7 +0.1%
DWT
745
Dorsey & Whitney Trust
South Dakota
$663K -$8.94K -65 -1%
IP
746
Interval Partners
New York
$658K +$783K +5,693 New
SWP
747
Sagespring Wealth Partners
Tennessee
$656K +$7.15K +52 +0.9%
KP
748
Keel Point
Alabama
$654K +$24.4K +177 +3%
RBI
749
Raiffeisen Bank International
Austria
$652K – – –
RIG
750
RiverFront Investment Group
Virginia
$649K +$773K +5,618 New
28 29
30
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