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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
826
Total Clarity Wealth Management
Illinois
$578K -$22K -150 -4%
MLM
827
Mount Lucas Management
Pennsylvania
$577K -$120K -821 -17%
RFA
828
Register Financial Advisors
Georgia
$576K +$293 +2 +0.1%
MWM
829
Meridian Wealth Management
Kentucky
$571K +$566K +3,858 New
FC
830
Fjell Capital
North Dakota
$565K +$561K +3,823 New
PCM
831
Prelude Capital Management
New York
$565K -$105K -717 -16%
TWM
832
Tradition Wealth Management
Minnesota
$564K -$7.78K -53 -1%
JIC
833
Johnson Investment Counsel
Ohio
$564K +$71.5K +487 +15%
HCP
834
Hardin Capital Partners
South Carolina
$564K +$1.91K +13 +0.3%
SCM
835
Shelton Capital Management
Colorado
$564K -$19.5K -133 -3%
PWM
836
Pines Wealth Management
North Carolina
$563K +$586K +3,994 New
AL
837
ADE LLC
Maryland
$563K – – –
MOS
838
MGO One Seven
Ohio
$560K +$152K +1,035 +38%
BC
839
Bridgefront Capital
Texas
$559K +$107K +728 +24%
RFA
840
Resurgent Financial Advisors
Georgia
$558K +$1.32K +9 +0.2%
TC
841
TAGStone Capital
North Carolina
$558K +$734 +5 +0.1%
GPW
842
Genesis Private Wealth
Virginia
$555K +$551K +3,754 New
AWA
843
Aaron Wealth Advisors
Illinois
$555K +$9.39K +64 +2%
SW
844
SMART Wealth
Nebraska
$555K +$550K +3,752 New
LMKC
845
L.M. Kohn & Company
Ohio
$552K -$37.7K -257 -6%
FTUS
846
Flow Traders U.S.
New York
$549K +$545K +3,712 New
SIM
847
SSI Investment Management
California
$547K -$734 -5 -0.1%
BBP
848
Banco BTG Pactual
Brazil
$546K +$537K +3,663 New
MSFS
849
Main Street Financial Solutions
Pennsylvania
$545K +$253K +1,725 +88%
KAM
850
Knightsbridge Asset Management
California
$543K -$22.9K -156 -4%
32 33
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35 36