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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Cornerstone Advisory
Maryland
$310K – – –
CFG
777
Citizens Financial Group
Rhode Island
$309K +$283K +3,074 New
USCWA
778
U.S. Capital Wealth Advisors
Texas
$308K +$552 +6 +0.2%
MCM
779
Mainstay Capital Management
Michigan
$307K +$281K +3,052 New
MS
780
Maven Securities
Jersey
$305K +$279K +3,037 New
ATC
781
Argent Trust Co
Tennessee
$305K +$279K +3,035 New
HFS
782
Hantz Financial Services
Michigan
$304K -$7.76M -84,402 -97%
MFA
783
Mayflower Financial Advisors
Massachusetts
$304K +$736 +8 +0.3%
TNBTD
784
Trustmark National Bank Trust Department
Mississippi
$303K +$277K +3,012 New
RIA
785
Realta Investment Advisors
Delaware
$303K +$277K +3,009 New
CCA
786
Cadent Capital Advisors
Oklahoma
$302K – – –
WSC
787
Wellington Shields & Co
New York
$302K – – –
DCM
788
Dudley Capital Management
Virginia
$300K – – –
XF
789
XML Financial
Maryland
$299K -$18.2K -198 -6%
NCM
790
Northside Capital Management
Oregon
$292K – – –
GRP
791
Global Retirement Partners
California
$292K +$8.46K +92 +3%
MA
792
Montag & Associates
Georgia
$289K +$7.72K +84 +3%
C
793
Certuity
Florida
$287K +$9.38K +102 +4%
LFASL
794
Lugano Financial Advisors SA (LFA)
Switzerland
$287K +$129K +1,400 +97%
VAS
795
Vestmark Advisory Solutions
Massachusetts
$287K +$262K +2,849 New
ECM
796
Evergreen Capital Management
Washington
$283K +$920 +10 +0.4%
OAM
797
Oxford Asset Management
United Kingdom
$278K -$432K -4,696 -63%
EWM
798
Evercore Wealth Management
New York
$278K -$27.1K -295 -10%
AI
799
Atom Investors
Texas
$276K +$253K +2,746 New
VFO
800
Virtus Family Office
Texas
$276K -$5.06K -55 -2%
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