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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
801
Edgemoor Investment Advisors
Maryland
$448K – – –
BFIM
802
Beese Fulmer Investment Management
Ohio
$444K +$101K +1,039 +27%
OWP
803
Obermeyer Wealth Partners
Colorado
$442K -$57.2K -590 -11%
AFS
804
Aft Forsyth & Sober
Florida
$435K – – –
DSC
805
Duncker Streett & Co
Missouri
$431K – – –
VSQM
806
V-Square Quantitative Management
Illinois
$431K +$47.5K +490 +12%
PIA
807
Perennial Investment Advisors
California
$426K +$8.73K +90 +2%
HFS
808
Hantz Financial Services
Michigan
$426K +$74.1K +764 +20%
EP
809
Evelyn Partners
$426K +$450K +4,640 New
BP
810
Ballentine Partners
Massachusetts
$423K +$23.1K +238 +5%
AWA
811
Aaron Wealth Advisors
Illinois
$423K +$36K +371 +9%
WF
812
Welch & Forbes
Massachusetts
$420K -$116K -1,200 -21%
BPW
813
Bingham Private Wealth
California
$418K +$73.7K +760 +20%
JIC
814
Joel Isaacson & Co
New York
$417K +$485 +5 +0.1%
CWA
815
Canvas Wealth Advisors
Kansas
$416K +$19K +196 +5%
AAM
816
Advisors Asset Management
Colorado
$415K -$25.6K -264 -6%
SIM
817
Stratos Investment Management
Ohio
$412K +$15.5K +160 +4%
SSW
818
Smith Shellnut Wilson
Mississippi
$411K – – –
GT
819
Glenview Trust
Kentucky
$411K -$63.9K -659 -13%
IAS
820
Insigneo Advisory Services
Florida
$410K -$155K -1,602 -26%
SPC
821
Sigma Planning Corp
Michigan
$407K -$87.9K -906 -17%
SACTSONJ
822
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$407K -$20.7K -213 -5%
AGA
823
Accuvest Global Advisors
Utah
$404K +$2.71K +28 +0.6%
SIC
824
Samalin Investment Counsel
New York
$402K -$6.69K -69 -2%
RPC
825
Rossmore Private Capital
Connecticut
$400K – – –
31 32
33
34 35