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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
726
United Bank (Georgia)
Georgia
$977K +$247K +1,738 +30%
CF
727
Centaurus Financial
California
$960K -$110K -774 -9%
TCA
728
Transcend Capital Advisors
New Jersey
$959K -$5.25K -37 -0.5%
GC
729
Guidance Capital
Kentucky
$957K +$47.8K +337 +4%
SRC
730
Sage Rhino Capital
California
$945K +$1.7K +12 +0.2%
TTIC
731
Tower Trust & Investment Company
Iowa
$941K +$886K +6,240 +624%
YMRC
732
Yorktown Management & Research Company
Virginia
$936K – – –
CM
733
Caption Management
Oklahoma
$936K +$284K +2,000 +38%
SCM
734
Silvant Capital Management
Georgia
$934K -$475K -3,344 -32%
VWA
735
Visionary Wealth Advisors
Illinois
$930K -$2.84K -20 -0.3%
AAIS
736
ABN AMRO Investment Solutions
$928K -$429K -3,019 -30%
GT
737
Glenview Trust
Kentucky
$925K +$53.7K +378 +6%
CCM
738
Coldstream Capital Management
Washington
$918K -$31.2K -220 -3%
AAM
739
Advisors Asset Management
Colorado
$913K -$1.45M -10,193 -59%
MFG
740
Mosaic Financial Group
Illinois
$910K – – –
LW
741
Linscomb Wealth
Texas
$910K -$1.7K -12 -0.2%
DC
742
Davenport & Co
Virginia
$900K -$87.9K -619 -8%
MC
743
Moors & Cabot
Massachusetts
$900K -$72K -507 -7%
AF
744
Allworth Financial
California
$888K +$59.1K +416 +6%
WPC
745
Wedmont Private Capital
Pennsylvania
$880K +$113K +795 +13%
MSAM
746
Moloney Securities Asset Management
Missouri
$874K +$142 +1 +0%
JEST
747
JTC Employer Solutions Trustee
Jersey
$865K – – –
CG
748
Caprock Group
Idaho
$864K +$879K +6,194 New
ONB
749
Old National Bancorp
Indiana
$858K – – –
DA
750
Drake & Associates
Wisconsin
$858K +$279K +1,965 +37%
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30
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