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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
776
PRW Wealth Management
Massachusetts
– -$283K -4,769 Closed
EDRH
777
Edmond de Rothschild Holding
Switzerland
– -$260K -4,389 Closed
EWM
778
Evercore Wealth Management
New York
– -$247K -4,181 Closed
SAG
779
Spotlight Asset Group
Illinois
– -$246K -4,157 Closed
ARC
780
Advisor Resource Council
Texas
– -$237K -4,000 Closed
VFA
781
Voya Financial Advisors
Connecticut
– -$242K -4,000 Closed
TSS
782
Two Sigma Securities
New York
– -$231K -3,899 Closed
PFWA
783
Paces Ferry Wealth Advisors
Georgia
– -$230K -3,878 Closed
PGFC
784
Peapack-Gladstone Financial Corp
New Jersey
– -$212K -3,592 Closed
VAS
785
Vestmark Advisory Solutions
Massachusetts
– -$210K -3,548 Closed
MYIA
786
Mount Yale Investment Advisors
Colorado
– -$206K -3,470 Closed
GTAM
787
Global Trust Asset Management
Florida
– -$201K -3,400 Closed
GT
788
Glenmede Trust
Pennsylvania
– -$180K -3,050 Closed
FC
789
FORA Capital
Florida
– -$167K -2,823 Closed
MA
790
Modus Advisors
Minnesota
– -$68K -1,150 Closed
TCOV
791
Trust Company of Vermont
Vermont
– -$59K -1,000 Closed
TI
792
tru Independence
Oregon
– -$44K -748 Closed
CFO
793
CVA Family Office
Colorado
– -$30K -505 Closed
CP
794
Cumberland Partners
Ontario, Canada
– -$30K -500 Closed
RDWM
795
Red Door Wealth Management
Tennessee
– -$23K -392 Closed
EWM
796
Evermay Wealth Management
Virginia
– -$14K -230 Closed
PC
797
Permanens Capital
New York
– -$6K -100 Closed
TWA
798
TCI Wealth Advisors
Arizona
– +$188 +3 New
IRC
799
Investors Research Corp
Georgia
– +$251 +4 New
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