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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
801
Aft Forsyth & Sober
Florida
$435K – – –
DSC
802
Duncker Streett & Co
Missouri
$431K – – –
VSQM
803
V-Square Quantitative Management
Illinois
$431K +$47.5K +490 +12%
PIA
804
Perennial Investment Advisors
California
$426K +$8.73K +90 +2%
HFS
805
Hantz Financial Services
Michigan
$426K +$74.1K +764 +20%
EP
806
Evelyn Partners
$426K +$450K +4,640 New
BP
807
Ballentine Partners
Massachusetts
$423K +$23.1K +238 +5%
AWA
808
Aaron Wealth Advisors
Illinois
$423K +$36K +371 +9%
WF
809
Welch & Forbes
Massachusetts
$420K -$116K -1,200 -21%
BPW
810
Bingham Private Wealth
California
$418K +$73.7K +760 +20%
JIC
811
Joel Isaacson & Co
New York
$417K +$485 +5 +0.1%
CWA
812
Canvas Wealth Advisors
Kansas
$416K +$19K +196 +5%
AAM
813
Advisors Asset Management
Colorado
$415K -$25.6K -264 -6%
SIM
814
Stratos Investment Management
Ohio
$412K +$15.5K +160 +4%
SSW
815
Smith Shellnut Wilson
Mississippi
$411K – – –
GT
816
Glenview Trust
Kentucky
$411K -$63.9K -659 -13%
IAS
817
Insigneo Advisory Services
Florida
$410K -$155K -1,602 -26%
SPC
818
Sigma Planning Corp
Michigan
$407K -$87.9K -906 -17%
SACTSONJ
819
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$407K -$20.7K -213 -5%
AGA
820
Accuvest Global Advisors
Utah
$404K +$2.71K +28 +0.6%
SIC
821
Samalin Investment Counsel
New York
$402K -$6.69K -69 -2%
RPC
822
Rossmore Private Capital
Connecticut
$400K – – –
BS
823
Banco Santander
Spain
$400K +$422K +4,354 New
FWP
824
Flatrock Wealth Partners
California
$399K -$7.76K -80 -2%
CA
825
Commerzbank Aktiengesellschaft
Germany
$399K +$92K +949 +28%
31 32
33
34 35