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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
801
Polymer Capital Management
New York
$673K +$735K +5,180 New
PSP
802
Principal Street Partners
Tennessee
$666K -$22.3K -157 -3%
FIA
803
Foundations Investment Advisors
Arizona
$664K +$387K +2,727 +115%
HH
804
Hilltop Holdings
Texas
$659K +$5.25K +37 +0.7%
CCA
805
Cobblestone Capital Advisors
New York
$658K – – –
KIA
806
KCM Investment Advisors
California
$657K +$21.6K +152 +3%
LWMM
807
Legacy Wealth Management (Mississippi)
Mississippi
$656K – – –
PWP
808
Principle Wealth Partners
Connecticut
$654K -$284 -2 -0%
CGL
809
Clarius Group LLC
Washington
$650K +$32.1K +226 +5%
JIC
810
Johnson Investment Counsel
Ohio
$649K +$98.2K +692 +16%
NI
811
NFC Investments
Tennessee
$642K +$701K +4,940 New
CAG
812
Crestwood Advisors Group
Massachusetts
$639K +$43.4K +306 +7%
CSP
813
Cary Street Partners
Virginia
$639K -$6.39K -45 -0.9%
EIA
814
Edgemoor Investment Advisors
Maryland
$635K -$1.7K -12 -0.2%
PCM
815
Penserra Capital Management
California
$631K +$680K +4,789 +6,385%
NAS
816
Nicolet Advisory Services
Wisconsin
$629K -$6.53K -46 -0.9%
WBC
817
Westpac Banking Corp
Australia
$624K +$75.5K +532 +12%
PWM
818
Pines Wealth Management
North Carolina
$621K -$6.67K -47 -1%
CF
819
Conquis Financial
California
$621K +$678K +4,777 New
WRPWM
820
Werba Rubin Papier Wealth Management
California
$613K +$670K +4,720 New
QI
821
Qtron Investments
Massachusetts
$613K -$111K -783 -14%
OAM
822
Oppenheimer Asset Management
New York
$613K +$229K +1,610 +52%
AFS
823
Aft Forsyth & Sober
Florida
$611K – – –
DSC
824
Duncker Streett & Co
Missouri
$611K – – –
MGWM
825
Marks Group Wealth Management
Minnesota
$610K -$48.1K -339 -7%
31 32
33
34 35