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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
801
PFG Investments
New York
$445K +$507K +4,807 New
AAM
802
Advisors Asset Management
Colorado
$442K -$215K -2,037 -30%
EFG
803
Everhart Financial Group
Ohio
$441K +$154K +1,458 +44%
NI
804
NFC Investments
Tennessee
$439K +$1.05K +10 +0.2%
SG
805
StoneX Group
New York
$439K -$239K -2,263 -32%
WPC
806
Wedmont Private Capital
Pennsylvania
$436K -$259K -2,455 -35%
AFS
807
Aft Forsyth & Sober
Florida
$435K – – –
DSC
808
Duncker Streett & Co
Missouri
$435K – – –
CG
809
Caprock Group
Idaho
$434K -$564K -5,349 -53%
SACTSONJ
810
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$430K +$490K +4,647 New
EPIM
811
Evelyn Partners Investment Management
$429K – – –
VIM
812
Vinva Investment Management
Australia
$426K +$65.5K +621 +15%
FNT
813
First National Trust
Pennsylvania
$424K -$1.05K -10 -0.2%
PIA
814
Perennial Investment Advisors
California
$421K +$41.5K +394 +9%
JIC
815
Joel Isaacson & Co
New York
$420K +$527 +5 +0.1%
VFA
816
Valeo Financial Advisors
Indiana
$419K -$244K -2,317 -34%
SSW
817
Smith Shellnut Wilson
Mississippi
$414K – – –
FRM
818
Fox Run Management
Connecticut
$414K +$483K +4,584 New
SIC
819
Samalin Investment Counsel
New York
$412K -$9.91K -94 -2%
PPW
820
Parcion Private Wealth
Washington
$410K +$34.7K +329 +8%
FWP
821
Flatrock Wealth Partners
California
$410K +$57.2K +543 +14%
CB
822
CNB Bank
Pennsylvania
$409K +$96.8K +918 +26%
AC
823
Apella Capital
Connecticut
$408K -$738 -7 -0.2%
AGA
824
Accuvest Global Advisors
Utah
$405K -$2.34M -22,231 -84%
BP
825
Ballentine Partners
Massachusetts
$405K -$83.9K -796 -15%
31 32
33
34 35