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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
XF
751
XML Financial
Maryland
$817K +$52.4K +421 +7%
WFC
752
Western Financial Corp
California
$813K +$9.45K +76 +1%
AFP
753
ATX Financial Planning
Texas
$806K +$787K +6,324 New
TC
754
TownSquare Capital
Utah
$804K -$736K -5,918 -48%
MGO One Seven
755
MGO One Seven
Ohio
$801K +$283K +2,277 +57%
SDWIA
756
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$800K – – –
IEQ Capital
757
IEQ Capital
California
$793K -$337K -2,706 -30%
Ameritas Investment Partners
758
Ameritas Investment Partners
Nebraska
$783K -$13.7K -110 -2%
SC
759
Syon Capital
California
$781K +$80.6K +648 +12%
RDWM
760
Red Door Wealth Management
Tennessee
$778K +$249 +2 +0%
VAG
761
VisionPoint Advisory Group
Texas
$773K +$754K +6,063 New
BC
762
Bridgefront Capital
Texas
$754K +$736K +5,915 New
Davenport & Co
763
Davenport & Co
Virginia
$754K -$126K -1,013 -15%
BTWM
764
Baker Tilly Wealth Management
Wisconsin
$749K -$2.61K -21 -0.4%
SAM
765
Sawgrass Asset Management
Florida
$747K +$37.3K +300 +5%
Prospera Financial Services
766
Prospera Financial Services
Texas
$746K +$259K +2,079 +55%
Intact Investment Management
767
Intact Investment Management
Quebec, Canada
$739K – – –
MA
768
MJP Associates
Connecticut
$739K -$50.9K -409 -7%
Welch & Forbes
769
Welch & Forbes
Massachusetts
$737K – – –
Brown Brothers Harriman & Co
770
Brown Brothers Harriman & Co
New York
$731K +$270K +2,171 +61%
EP
771
Edgestream Partners
New Jersey
$728K -$2.76M -22,185 -80%
TWM
772
Tradition Wealth Management
Minnesota
$728K +$25K +201 +4%
AWA
773
Aaron Wealth Advisors
Illinois
$727K +$185K +1,491 +35%
Obermeyer Wealth Partners
774
Obermeyer Wealth Partners
Colorado
$727K – – –
RiverFront Investment Group
775
RiverFront Investment Group
Virginia
$724K +$7.34K +59 +1%