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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Winslow Capital Management
726
Winslow Capital Management
Minnesota
$830K -$294M -2,515,044 -100%
RWM
727
Ritholtz Wealth Management
New York
$830K +$215K +1,834 +42%
DI
728
Diligent Investors
California
$829K +$117 +1 +0%
UB
729
UMB Bank
Missouri
$829K -$723K -6,177 -50%
KP
730
Keel Point
Alabama
$824K +$63.2K +540 +10%
PPWP
731
Premier Path Wealth Partners
New Jersey
$823K +$130K +1,113 +22%
BRWA
732
B. Riley Wealth Advisors
Florida
$818K +$719K +6,146 New
RDWM
733
Red Door Wealth Management
Tennessee
$812K +$115K +980 +19%
FWP
734
Firethorn Wealth Partners
Georgia
$802K -$81.6K -697 -10%
PCP
735
Perbak Capital Partners
United Kingdom
$802K +$705K +6,025 New
SPC
736
Spirepoint Private Client
Florida
$799K -$585 -5 -0.1%
FC
737
Fusion Capital
South Carolina
$790K +$97.6K +834 +16%
BTWM
738
Baker Tilly Wealth Management
Wisconsin
$789K +$41.1K +351 +6%
WF
739
Welch & Forbes
Massachusetts
$769K -$7.14K -61 -1%
UBG
740
United Bank (Georgia)
Georgia
$769K +$676K +5,777 New
GLA
741
Good Life Advisors
Pennsylvania
$764K +$468 +4 +0.1%
OWP
742
Obermeyer Wealth Partners
Colorado
$758K +$170K +1,450 +34%
USCWA
743
U.S. Capital Wealth Advisors
Texas
$758K -$3.07M -26,195 -82%
XF
744
XML Financial
Maryland
$753K +$94.9K +811 +17%
IAS
745
Insigneo Advisory Services
Florida
$749K -$80.9K -691 -11%
SCP
746
Stamos Capital Partners
California
$748K +$260K +2,217 +65%
RIG
747
RiverFront Investment Group
Virginia
$747K
OMC
748
Old Mission Capital
Illinois
$747K +$657K +5,615 New
BP
749
Ballentine Partners
Massachusetts
$744K -$57.5K -491 -8%
QI
750
Qtron Investments
Massachusetts
$732K