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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Sigma Planning Corp
776
Sigma Planning Corp
Michigan
$494K +$105K +998 +23%
DWT
777
Dorsey & Whitney Trust
South Dakota
$494K -$18.3K -174 -3%
Bank Julius Baer & Co
778
Bank Julius Baer & Co
Switzerland
$493K +$506K +4,799 +897%
CWM
779
Cornerstone Wealth Management
Missouri
$492K -$156K -1,479 -22%
Erste Asset Management
780
Erste Asset Management
Austria
$490K -$11.9M -113,220 -95%
NG
781
Norden Group
Utah
$487K +$238K +2,256 +75%
ZCP
782
Z3 Capital Partners
Virginia
$487K – – –
SL
783
Sentinus LLC
Illinois
$487K +$555K +5,265 New
CNTOF
784
Canandaigua National Trust of Florida
New York
$485K +$552K +5,240 New
Perigon Wealth Management
785
Perigon Wealth Management
California
$484K +$5.48K +52 +1%
FSA
786
Fort Sheridan Advisors
Illinois
$482K +$103K +976 +23%
BTWM
787
Baker Tilly Wealth Management
Wisconsin
$479K -$72.9K -692 -12%
Sterling Capital Management
788
Sterling Capital Management
North Carolina
$478K -$302K -2,864 -36%
LOWM
789
Laurel Oak Wealth Management
New Jersey
$475K +$8.43K +80 +2%
Glenview Trust
790
Glenview Trust
Kentucky
$475K -$203K -1,928 -27%
Crestwood Advisors Group
791
Crestwood Advisors Group
Massachusetts
$474K -$48.8K -463 -8%
Baker Avenue Asset Management
792
Baker Avenue Asset Management
California
$470K +$536K +5,084 New
LWMM
793
Legacy Wealth Management (Mississippi)
Mississippi
$467K – – –
PWP
794
Principle Wealth Partners
Connecticut
$465K – – –
Jump Financial
795
Jump Financial
Illinois
$460K +$7.8K +74 +2%
Signature Estate & Investment Advisors
796
Signature Estate & Investment Advisors
California
$458K -$9.74M -92,402 -95%
RFG Advisory
797
RFG Advisory
Alabama
$458K -$381K -3,612 -42%
MK
798
MASTERINVEST Kapitalanlage
$456K +$270K +2,558 +108%
SIG Brokerage
799
SIG Brokerage
New York
$452K +$515K +4,889 New
EIA
800
Edgemoor Investment Advisors
Maryland
$452K – – –