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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
776
Intact Investment Management
Quebec, Canada
$754K +$227K +1,600 +38%
WF
777
Welch & Forbes
Massachusetts
$751K – – –
DAS
778
Diversify Advisory Services
Utah
$748K +$241K +1,698 +36%
OWP
779
Obermeyer Wealth Partners
Colorado
$741K – – –
FH
780
FWG Holdings
Florida
$739K +$7.52K +53 +0.9%
RIG
781
RiverFront Investment Group
Virginia
$730K – – –
USCWA
782
U.S. Capital Wealth Advisors
Texas
$725K -$16.6K -117 -2%
SAM
783
Sawgrass Asset Management
Florida
$723K +$9.23K +65 +1%
VIM
784
Vinva Investment Management
Australia
$720K -$810K -5,703 -52%
JSW
785
Journey Strategic Wealth
New Jersey
$716K +$21.3K +150 +3%
TWM
786
Tradition Wealth Management
Minnesota
$716K +$4.83K +34 +0.6%
MYAM
787
Meiji Yasuda Asset Management
Japan
$715K +$201K +1,417 +35%
KHCM
788
Kirtland Hills Capital Management
Ohio
$715K +$781K +5,502 New
PIM
789
Penobscot Investment Management
Massachusetts
$715K – – –
SC
790
Syon Capital
California
$712K +$250K +1,760 +47%
DT
791
Diversified Trust
Tennessee
$712K +$38.6K +272 +5%
BRWA
792
B. Riley Wealth Advisors
Florida
$708K -$98.9K -697 -11%
BP
793
Ballentine Partners
Massachusetts
$707K -$22K -155 -3%
GCP
794
GSA Capital Partners
United Kingdom
$705K +$770K +5,425 New
DWM
795
Dogwood Wealth Management
Kansas
$687K -$186K -1,310 -20%
DWT
796
Dorsey & Whitney Trust
South Dakota
$681K +$4.12K +29 +0.6%
GLAM
797
Gardner Lewis Asset Management
Pennsylvania
$677K +$740K +5,210 New
SIC
798
Samalin Investment Counsel
New York
$674K -$17K -120 -2%
KP
799
Keel Point
Alabama
$674K -$143K -1,010 -16%
PCM
800
Polymer Capital Management
New York
$673K +$735K +5,180 New
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