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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
751
Western Financial Corp
California
$813K +$9.45K +76 +1%
AFP
752
ATX Financial Planning
Texas
$806K +$787K +6,324 New
TC
753
TownSquare Capital
Utah
$804K -$736K -5,918 -48%
MOS
754
MGO One Seven
Ohio
$801K +$283K +2,277 +57%
SDWIA
755
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$800K – – –
IC
756
IEQ Capital
California
$793K -$337K -2,706 -30%
AIP
757
Ameritas Investment Partners
Nebraska
$783K -$13.7K -110 -2%
SC
758
Syon Capital
California
$781K +$80.6K +648 +12%
RDWM
759
Red Door Wealth Management
Tennessee
$778K +$249 +2 +0%
VAG
760
VisionPoint Advisory Group
Texas
$773K +$754K +6,063 New
BC
761
Bridgefront Capital
Texas
$754K +$736K +5,915 New
DC
762
Davenport & Co
Virginia
$754K -$126K -1,013 -15%
BTWM
763
Baker Tilly Wealth Management
Wisconsin
$749K -$2.61K -21 -0.4%
SAM
764
Sawgrass Asset Management
Florida
$747K +$37.3K +300 +5%
PFS
765
Prospera Financial Services
Texas
$746K +$259K +2,079 +55%
IIM
766
Intact Investment Management
Quebec, Canada
$739K – – –
MA
767
MJP Associates
Connecticut
$739K -$50.9K -409 -7%
WF
768
Welch & Forbes
Massachusetts
$737K – – –
BBHC
769
Brown Brothers Harriman & Co
New York
$731K +$270K +2,171 +61%
EP
770
Edgestream Partners
New Jersey
$728K -$2.76M -22,185 -80%
TWM
771
Tradition Wealth Management
Minnesota
$728K +$25K +201 +4%
AWA
772
Aaron Wealth Advisors
Illinois
$727K +$185K +1,491 +35%
OWP
773
Obermeyer Wealth Partners
Colorado
$727K – – –
RIG
774
RiverFront Investment Group
Virginia
$724K +$7.34K +59 +1%
FH
775
FWG Holdings
Florida
$719K +$6.96K +56 +0.9%
29 30
31
32 33