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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
751
Baker Tilly Wealth Management
Wisconsin
$645K -$41.8K -304 -5%
QI
752
Qtron Investments
Massachusetts
$636K -$239K -1,734 -24%
PIM
753
Penobscot Investment Management
Massachusetts
$636K +$757K +5,500 New
BCV
754
Banque Cantonale Vaudoise
Switzerland
$629K +$749K +5,441 New
PSP
755
Principal Street Partners
Tennessee
$626K +$3.03K +22 +0.4%
HKAM
756
Horizon Kinetics Asset Management
New York
$619K – – –
CCS
757
Concentric Capital Strategies
Connecticut
$616K -$1.5M -10,871 -67%
GAM
758
Guinness Asset Management
United Kingdom
$608K -$72.8K -529 -9%
PAM
759
Paradigm Asset Management
New York
$602K – – –
DT
760
Diversified Trust
Tennessee
$599K -$24.5K -178 -3%
AC
761
Allstate Corporation
Illinois
$598K -$1.78M -12,974 -72%
RDWM
762
Red Door Wealth Management
Tennessee
$592K -$16.4K -119 -2%
FC
763
Fusion Capital
South Carolina
$590K +$51.5K +374 +8%
PI
764
PGGM Investments
Netherlands
$589K – – –
PMG
765
ProVise Management Group
Florida
$588K -$36.6K -266 -5%
PPWP
766
Premier Path Wealth Partners
New Jersey
$586K +$100K +728 +17%
CSP
767
Cary Street Partners
Virginia
$584K -$9.63K -70 -1%
QCG
768
Quadrant Capital Group
Ohio
$583K +$490K +3,558 +239%
AF
769
Allworth Financial
California
$582K +$27.4K +199 +4%
PWP
770
Principle Wealth Partners
Connecticut
$580K – – –
SFS
771
Sowell Financial Services
Arkansas
$580K +$691K +5,019 New
TCWM
772
Total Clarity Wealth Management
Illinois
$578K – – –
CWC
773
Carolinas Wealth Consulting
North Carolina
$577K +$2.89K +21 +0.4%
SIC
774
Samalin Investment Counsel
New York
$570K +$124K +904 +22%
HNB
775
Huntington National Bank
Ohio
$570K -$38.7K -281 -5%
29 30
31
32 33