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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
826
Fortis Advisors
Pennsylvania
$251K – – –
WAM
827
Wallington Asset Management
Indiana
$251K – – –
CBFP
828
Cedar Brook Financial Partners
Ohio
$250K +$2.48K +27 +1%
CG
829
Caprock Group
Idaho
$250K +$4.97K +54 +2%
SHGA
830
Sand Hill Global Advisors
California
$249K -$51.8K -563 -19%
CCA
831
Childress Capital Advisors
Texas
$249K -$48.3K -525 -17%
MYIA
832
Mount Yale Investment Advisors
Colorado
$248K -$1.29K -14 -0.6%
SW
833
SteelPeak Wealth
California
$248K – – –
CPWM
834
Cypress Point Wealth Management
Texas
$247K +$226K +2,452 New
A
835
Allianz
Germany
$247K +$226K +2,452 New
FHA
836
Flagship Harbor Advisors
Massachusetts
$246K +$368 +4 +0.2%
HCP
837
Hexagon Capital Partners
Arkansas
$244K -$13.6K -148 -6%
GFL
838
Granite FO LLC
New Hampshire
$243K – – –
QWP
839
Quotient Wealth Partners
Texas
$242K -$349K -3,791 -61%
BPC
840
Banque Pictet & Cie
Switzerland
$241K +$221K +2,400 New
WT
841
Whittier Trust
California
$241K +$9.47K +103 +4%
DOA
842
D'Orazio & Associates
Virginia
$240K +$220K +2,390 New
JFG
843
Jefferies Financial Group
New York
$240K -$3.81M -41,407 -95%
AAP
844
Arax Advisory Partners
Colorado
$240K +$44.9K +488 +26%
FNT
845
First National Trust
Pennsylvania
$238K +$218K +2,370 New
OCM
846
Objective Capital Management
Ohio
$237K +$216K +2,351 New
CC
847
Corton Capital
Ontario, Canada
$236K +$216K +2,348 New
HTC
848
Haverford Trust Company
Pennsylvania
$235K +$215K +2,333 New
FLC
849
Fifth Lane Capital
Texas
$234K +$214K +2,324 New
IAIM
850
International Assets Investment Management
Florida
$231K +$212K +2,308 New
32 33
34
35 36