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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
801
Trustmark National Bank Trust Department
Mississippi
$318K +$1.43K +14 +0.5%
DCM
802
Dudley Capital Management
Virginia
$317K +$1.53K +15 +0.5%
OAM
803
Ostrum Asset Management
France
$317K -$23.9K -235 -7%
KWM
804
Kolinsky Wealth Management
New Jersey
$316K +$306K +3,003 New
CCA
805
Cadent Capital Advisors
Oklahoma
$316K – – –
WSC
806
Wellington Shields & Co
New York
$316K – – –
CFM
807
Catalyst Funds Management
Australia
$316K +$305K +3,000 New
ECM
808
Evergreen Capital Management
Washington
$315K +$18.4K +181 +6%
AGC
809
Aspen Grove Capital
Colorado
$313K -$32.1K -315 -10%
XF
810
XML Financial
Maryland
$313K +$102 +1 +0%
GRP
811
Global Retirement Partners
California
$310K +$4.28K +42 +1%
IWC
812
Integrated Wealth Concepts
Massachusetts
$309K +$39.9K +392 +15%
NCM
813
Northside Capital Management
Oregon
$306K – – –
NFSG
814
Newbridge Financial Services Group
Florida
$305K +$31.7K +311 +12%
JFGIW
815
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$304K +$183K +1,801 +166%
CA
816
Cornerstone Advisory
Maryland
$304K -$20.4K -200 -6%
MA
817
Montag & Associates
Georgia
$303K +$611 +6 +0.2%
C
818
Certuity
Florida
$303K +$2.04K +20 +0.7%
CPW
819
Catalyst Private Wealth
California
$302K +$292K +2,869 New
LFASL
820
Lugano Financial Advisors SA (LFA)
Switzerland
$300K – – –
MIS
821
Morningstar Investment Services
Illinois
$299K +$55.9K +549 +24%
MCWA
822
Meadow Creek Wealth Advisors
Georgia
$299K +$18K +177 +7%
WT
823
Whittier Trust
California
$298K +$44.7K +439 +18%
BEI
824
Benjamin Edwards Inc
Missouri
$292K +$16.6K +163 +6%
TFA
825
Toth Financial Advisory
Virginia
$289K +$280K +2,750 New
31 32
33
34 35