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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
751
Penobscot Investment Management
Massachusetts
$732K – – –
MCM
752
Mendel Capital Management
Arkansas
$732K +$644K +5,500 New
SAM
753
Sawgrass Asset Management
Florida
$731K -$160K -1,367 -20%
TWM
754
Tradition Wealth Management
Minnesota
$728K +$186K +1,591 +41%
NAS
755
Nicolet Advisory Services
Wisconsin
$726K +$346K +2,954 +138%
SAM
756
Strategy Asset Managers
California
$718K -$178K -1,524 -22%
GAM
757
Guinness Asset Management
United Kingdom
$716K +$14.6K +125 +2%
JSW
758
Journey Strategic Wealth
New Jersey
$713K +$628K +5,362 New
SIC
759
Samalin Investment Counsel
New York
$706K +$44.2K +378 +8%
RBI
760
Raiffeisen Bank International
Austria
$706K -$22.6K -193 -3%
PSP
761
Principal Street Partners
Tennessee
$703K -$15.5K -132 -2%
DA
762
Drake & Associates
Wisconsin
$699K +$615K +5,251 New
DWT
763
Dorsey & Whitney Trust
South Dakota
$694K -$60.8K -519 -9%
DT
764
Diversified Trust
Tennessee
$693K +$3.63K +31 +0.6%
CM
765
Caption Management
Oklahoma
$692K -$577K -4,925 -49%
DAS
766
Diversify Advisory Services
Utah
$687K +$165K +1,406 +43%
HNB
767
Huntington National Bank
Ohio
$686K +$26.5K +226 +5%
CGIM
768
Capital Group Investment Management
Singapore
$674K +$593K +5,064 New
CCA
769
Cobblestone Capital Advisors
New York
$674K +$593K +5,063 New
LWMM
770
Legacy Wealth Management (Mississippi)
Mississippi
$672K -$285K -2,434 -33%
OCBCO
771
Oversea-Chinese Banking Corp (OCBC)
Singapore
$671K -$3.16M -27,000 -84%
MGWM
772
Marks Group Wealth Management
Minnesota
$670K +$39.1K +334 +7%
HH
773
Hilltop Holdings
Texas
$670K +$71.5K +611 +14%
PWP
774
Principle Wealth Partners
Connecticut
$669K +$1.41K +12 +0.2%
PWM
775
Pines Wealth Management
North Carolina
$669K +$83.1K +710 +17%
29 30
31
32 33