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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Cornerstone Wealth Management
Missouri
$581K +$111K +950 +28%
MYLI
802
Meiji Yasuda Life Insurance
Japan
$581K -$61.3K -524 -11%
KA
803
Kovack Advisors
Florida
$579K +$12.3K +105 +2%
HCM
804
Howard Capital Management
Georgia
$573K +$88.5K +756 +21%
JIC
805
Johnson Investment Counsel
Ohio
$573K +$53.3K +455 +12%
CCWM
806
Cassaday & Co Wealth Management
Virginia
$571K +$502K +4,289 New
WBC
807
Westpac Banking Corp
Australia
$568K +$20.8K +178 +4%
IIM
808
Intact Investment Management
Quebec, Canada
$559K +$492K +4,200 New
SPC
809
Sigma Planning Corp
Michigan
$558K -$28.4K -243 -5%
MWM
810
Meridian Wealth Management
Kentucky
$556K +$3.98K +34 +0.8%
WPW
811
Watershed Private Wealth
Illinois
$556K – – –
SOAMC
812
Spirit of America Management Corp
New York
$552K +$187K +1,600 +63%
BCV
813
Banque Cantonale Vaudoise
Switzerland
$551K -$153K -1,303 -24%
UBP
814
Union Bancaire Privee
Switzerland
$549K -$2.18M -18,640 -81%
BCWM
815
Bartlett & Co Wealth Management
Ohio
$545K -$351 -3 -0.1%
OL
816
one8zero8 LLC
North Carolina
$545K – – –
FC
817
Fjell Capital
North Dakota
$545K -$25.2K -215 -5%
MYAM
818
Meiji Yasuda Asset Management
Japan
$544K -$876K -7,481 -65%
TC
819
TAGStone Capital
North Carolina
$540K +$585 +5 +0.1%
KCPG
820
Kavar Capital Partners Group
Kansas
$535K – – –
AWA
821
Aaron Wealth Advisors
Illinois
$533K +$7.38K +63 +2%
WPA
822
Wealth Preservation Advisors
Tennessee
$532K – – –
GSWM
823
Golden State Wealth Management
California
$532K -$1.05K -9 -0.2%
TCM
824
Teza Capital Management
Illinois
$531K +$219K +1,867 +88%
FPAS
825
Focus Partners Advisor Solutions
Missouri
$531K -$907K -7,751 -66%
31 32
33
34 35