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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
801
Principal Street Partners
Tennessee
$666K -$22.3K -157 -3%
FIA
802
Foundations Investment Advisors
Arizona
$664K +$387K +2,727 +115%
HH
803
Hilltop Holdings
Texas
$659K +$5.25K +37 +0.7%
CCA
804
Cobblestone Capital Advisors
New York
$658K – – –
KIA
805
KCM Investment Advisors
California
$657K +$21.6K +152 +3%
LWMM
806
Legacy Wealth Management (Mississippi)
Mississippi
$656K – – –
PWP
807
Principle Wealth Partners
Connecticut
$654K -$284 -2 -0%
CGL
808
Clarius Group LLC
Washington
$650K +$32.1K +226 +5%
JIC
809
Johnson Investment Counsel
Ohio
$649K +$98.2K +692 +16%
NI
810
NFC Investments
Tennessee
$642K +$701K +4,940 New
CAG
811
Crestwood Advisors Group
Massachusetts
$639K +$43.4K +306 +7%
CSP
812
Cary Street Partners
Virginia
$639K -$6.39K -45 -0.9%
EIA
813
Edgemoor Investment Advisors
Maryland
$635K -$1.7K -12 -0.2%
PCM
814
Penserra Capital Management
California
$631K +$680K +4,789 +6,385%
NAS
815
Nicolet Advisory Services
Wisconsin
$629K -$6.53K -46 -0.9%
WBC
816
Westpac Banking Corp
Australia
$624K +$75.5K +532 +12%
PWM
817
Pines Wealth Management
North Carolina
$621K -$6.67K -47 -1%
CF
818
Conquis Financial
California
$621K +$678K +4,777 New
WRPWM
819
Werba Rubin Papier Wealth Management
California
$613K +$670K +4,720 New
QI
820
Qtron Investments
Massachusetts
$613K -$111K -783 -14%
OAM
821
Oppenheimer Asset Management
New York
$613K +$229K +1,610 +52%
AFS
822
Aft Forsyth & Sober
Florida
$611K – – –
DSC
823
Duncker Streett & Co
Missouri
$611K – – –
MGWM
824
Marks Group Wealth Management
Minnesota
$610K -$48.1K -339 -7%
CCA
825
Clearwater Capital Advisors
Illinois
$605K +$3.12K +22 +0.5%
31 32
33
34 35