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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
– -$231K -4,122 Closed
LWM
827
Laidlaw Wealth Management
New York
– -$225K -4,020 Closed
ESCM
828
Echo Street Capital Management
New York
– -$223K -3,987 Closed
I
829
InceptionR
California
– -$216K -3,857 Closed
NRC
830
New Republic Capital
North Carolina
– -$207K -3,704 Closed
IAIM
831
Industrial Alliance Investment Management
Quebec, Canada
– -$147K -2,620 Closed
CA
832
Crewe Advisors
Utah
– -$104K -1,852 Closed
AF
833
Arrow Financial
New York
– -$93.5K -1,670 Closed
WP
834
WealthPLAN Partners
Nebraska
– -$48.8K -872 Closed
AIM
835
Achmea Investment Management
Netherlands
– -$39K -694 Closed
CFO
836
CVA Family Office
Colorado
– -$32.2K -575 Closed
DI
837
Disciplined Investments
Oklahoma
– -$29.4K -525 Closed
QL
838
Quarry LP
New York
– -$25.7K -459 Closed
SF
839
Safeguard Financial
Wisconsin
– -$23K -411 Closed
PA
840
PSI Advisors
Florida
– -$16K -285 Closed
PIAS
841
PCA Investment Advisory Services
Ohio
– -$14.8K -263 Closed
PI
842
PineBridge Investments
New York
– -$14.2K -254 Closed
BCM
843
Blume Capital Management
California
– -$11.2K -200 Closed
HDIM
844
Hanson & Doremus Investment Management
Vermont
– -$10K -180 Closed
VSQM
845
V-Square Quantitative Management
Illinois
– -$6.78K -121 Closed
MIM
846
Macroview Investment Management
Maryland
– -$5.02K -90 Closed
NC
847
NewSquare Capital
Pennsylvania
– -$3.36K -60 Closed
RI
848
Ridgewood Investments
New Jersey
– -$2.35K -42 Closed
PPC
849
Park Place Capital
Alabama
– -$1.74K -31 Closed
CAS
850
Coppell Advisory Solutions
Texas
– -$1.46K -26 Closed
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34
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