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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PI
826
Parkside Investments
Illinois
– -$82K -1,405 Closed
ACM
827
Aquatic Capital Management
Illinois
– -$53K -900 Closed
HA
828
Herold Advisors
New York
– -$29.2K -500 Closed
TCM
829
Tradewinds Capital Management
Washington
– -$29K -500 Closed
AF
830
Allworth Financial
California
– -$28K -473 Closed
LS
831
Leelyn Smith
Illinois
– -$20K -335 Closed
RTC
832
Riverview Trust Company
Washington
– -$18K -312 Closed
QC
833
Quent Capital
New York
– -$8K -137 Closed
EI
834
Ellevest Inc
New York
– -$8K -131 Closed
SC
835
SouthState Corp
Florida
– -$7K -126 Closed
BHWM
836
Beaird Harris Wealth Management
Texas
– -$6K -108 Closed
CAGAS
837
Capital Advisory Group Advisory Services
Minnesota
– -$6K -100 Closed
CI
838
Cordant Inc
Oregon
– -$3K -55 Closed
KA
839
Kozak & Associates
Colorado
– -$3K -48 Closed
Jones Financial Companies
840
Jones Financial Companies
Missouri
– -$2.15K -41 -93%
NIC
841
Northwest Investment Counselors
Oregon
– -$2K -40 Closed
BA
842
Bellwether Advisors
Nebraska
– -$1K -25 Closed
OLVIG
843
Oliver Lagore Vanvalin Investment Group
Michigan
– +$262 +5 New
CA
844
CoreCap Advisors
Michigan
– +$315 +6 New
TWA
845
TCI Wealth Advisors
Arizona
– +$315 +6 New
GI
846
Gradient Investments
Minnesota
– +$420 +8 New
SFG
847
Steward Financial Group
Texas
– +$892 +17 New