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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
751
Mutual Advisors
Nebraska
$845K -$399K -2,813 -29%
DLA
752
Douglas Lane & Associates
New York
$842K -$65.7K -463 -7%
TA
753
TFB Advisors
Kansas
$840K -$5.11K -36 -0.5%
JAM
754
Jupiter Asset Management
United Kingdom
$823K +$899K +6,331 New
OCM
755
One Capital Management
California
$822K -$2.56K -18 -0.3%
FC
756
Fusion Capital
South Carolina
$822K +$143K +1,008 +17%
GI
757
GLOBALT Investments
Georgia
$820K +$422K +2,972 +89%
WFC
758
Western Financial Corp
California
$819K -$6.96K -49 -0.8%
CT
759
Coastline Trust
Rhode Island
$817K -$195K -1,372 -18%
AWA
760
Arete Wealth Advisors
Illinois
$816K -$35.6K -251 -4%
SDWIA
761
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$815K +$142 +1 +0%
AIP
762
Ameritas Investment Partners
Nebraska
$813K -$25.3K -178 -3%
HNB
763
Huntington National Bank
Ohio
$811K +$155K +1,090 +21%
MA
764
MJP Associates
Connecticut
$807K -$217K -1,531 -20%
RDWM
765
Red Door Wealth Management
Tennessee
$793K -$426 -3 -0%
UB
766
UMB Bank
Missouri
$792K -$19.2K -135 -2%
PPWP
767
Premier Path Wealth Partners
New Jersey
$789K -$16.8K -118 -2%
FWP
768
Firethorn Wealth Partners
Georgia
$785K +$1.84K +13 +0.2%
TCOT
769
Trust Company of Toledo
Ohio
$781K +$145K +1,025 +21%
SPC
770
Spirepoint Private Client
Florida
$780K – – –
XF
771
XML Financial
Maryland
$778K +$46.8K +330 +6%
BTWM
772
Baker Tilly Wealth Management
Wisconsin
$766K -$5.68K -40 -0.7%
AM
773
AGF Management
Ontario, Canada
$762K -$122M -858,080 -99%
MCM
774
Mendel Capital Management
Arkansas
$762K +$51.4K +362 +7%
GAM
775
Guinness Asset Management
United Kingdom
$758K +$36.2K +255 +5%
29 30
31
32 33