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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
776
Penobscot Investment Management
Massachusetts
$505K – – –
FFM
777
Forum Financial Management
Illinois
$501K – – –
JWM
778
Jessup Wealth Management
Ohio
$500K -$297K -3,058 -36%
SQA
779
Simon Quick Advisors
New Jersey
$499K +$527K +5,433 New
DWT
780
Dorsey & Whitney Trust
South Dakota
$492K +$1.75K +18 +0.3%
PWM
781
Perigon Wealth Management
California
$491K +$12.2K +126 +2%
MK
782
MASTERINVEST Kapitalanlage
$487K +$36.3K +374 +8%
MFWP
783
Mosaic Family Wealth Partners
Missouri
$484K +$511K +5,274 New
ZCP
784
Z3 Capital Partners
Virginia
$483K – – –
BRWA
785
B. Riley Wealth Advisors
Florida
$483K -$12.5K -129 -2%
BAAM
786
Baker Avenue Asset Management
California
$482K +$16.7K +172 +3%
VFA
787
Valeo Financial Advisors
Indiana
$482K +$70.5K +727 +16%
MYAM
788
Meiji Yasuda Asset Management
Japan
$477K -$2.58M -26,577 -84%
RFN
789
RDA Financial Network
Iowa
$474K -$1.28M -13,189 -72%
CWM
790
Cornerstone Wealth Management
Missouri
$471K -$18.3K -189 -4%
PCM
791
Payne Capital Management
New York
$466K +$493K +5,080 New
LOWM
792
Laurel Oak Wealth Management
New Jersey
$466K -$5.92K -61 -1%
MC
793
Moors & Cabot
Massachusetts
$465K -$178K -1,835 -27%
LWMM
794
Legacy Wealth Management (Mississippi)
Mississippi
$463K – – –
PWP
795
Principle Wealth Partners
Connecticut
$462K – – –
NI
796
NFC Investments
Tennessee
$459K +$24.2K +250 +5%
WPA
797
Wealth Preservation Advisors
Tennessee
$457K -$46.1K -475 -9%
PAG
798
Private Advisor Group
New Jersey
$456K -$563K -5,810 -54%
FSA
799
Fort Sheridan Advisors
Illinois
$454K -$25.8K -266 -5%
SL
800
Sentinus LLC
Illinois
$454K -$31.3K -323 -6%
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