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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
751
Brady Martz Wealth Solutions
North Dakota
$540K +$248K +2,357 +68%
DWM
752
Dynasty Wealth Management
Florida
$539K +$381K +3,615 +163%
IIM
753
Intact Investment Management
Quebec, Canada
$537K
PCA
754
Pallas Capital Advisors
Massachusetts
$536K +$610K +5,791 New
CCWM
755
Cassaday & Co Wealth Management
Virginia
$535K +$157K +1,487 +35%
WF
756
Welch & Forbes
Massachusetts
$535K
LA
757
LexAurum Advisors
Kansas
$535K +$609K +5,780 New
USCWA
758
U.S. Capital Wealth Advisors
Texas
$533K +$45.3K +430 +8%
RFA
759
Register Financial Advisors
Georgia
$532K +$183K +1,738 +43%
KAM
760
Knightsbridge Asset Management
California
$524K +$149K +1,410 +33%
UBP
761
Union Bancaire Privee
Switzerland
$518K +$223K +2,117 +54%
CSP
762
Cary Street Partners
Virginia
$516K +$66.4K +630 +13%
EC
763
Elequin Capital
New York
$513K +$570K +5,403 +3,752%
DT
764
Diversified Trust
Tennessee
$513K -$1.69K -16 -0.3%
PIM
765
Penobscot Investment Management
Massachusetts
$509K
MGWM
766
Marks Group Wealth Management
Minnesota
$508K -$773K -7,338 -57%
DA
767
Drake & Associates
Wisconsin
$508K -$193K -1,833 -25%
XF
768
XML Financial
Maryland
$506K -$98.5K -934 -15%
FFM
769
Forum Financial Management
Illinois
$505K -$458K -4,349 -44%
WPA
770
Wealth Preservation Advisors
Tennessee
$504K +$153K +1,450 +36%
BRWA
771
B. Riley Wealth Advisors
Florida
$503K +$632 +6 +0.1%
Envestnet Portfolio Solutions
772
Envestnet Portfolio Solutions
Illinois
$502K -$1.04M -9,884 -65%
OWP
773
Obermeyer Wealth Partners
Colorado
$500K -$31.1K -295 -5%
FWP
774
Forefront Wealth Partners
Texas
$494K +$189K +1,791 +50%
SPC
775
Sigma Planning Corp
Michigan
$494K +$105K +998 +23%