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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
826
Stratos Wealth Partners
Ohio
$530K -$537K -4,586 -54%
OFG
827
Oxford Financial Group
Indiana
$526K -$5.15K -44 -1%
FSA
828
Fort Sheridan Advisors
Illinois
$523K -$11.6K -99 -2%
SS
829
Sunbelt Securities
Texas
$523K -$234 -2 -0.1%
PPW
830
Parcion Private Wealth
Washington
$522K +$1.52K +13 +0.3%
HTC
831
Haverford Trust Company
Pennsylvania
$517K +$118K +1,010 +35%
SBFM
832
S-Bank Fund Management
Finland
$512K -$35.2K -301 -7%
PFS
833
Prospera Financial Services
Texas
$510K -$28.6K -244 -6%
TCWM
834
Total Clarity Wealth Management
Illinois
$507K -$11.7K -100 -3%
BAM
835
Berkshire Asset Management
Pennsylvania
$506K +$702 +6 +0.2%
AL
836
ADE LLC
Maryland
$506K – – –
HCP
837
Hardin Capital Partners
South Carolina
$505K – – –
SW
838
Simplicity Wealth
New Jersey
$504K +$443K +3,788 New
MWM
839
MGB Wealth Management
Texas
$501K -$240K -2,049 -35%
PIA
840
Perennial Investment Advisors
California
$498K -$2.69K -23 -0.6%
SCM
841
Shelton Capital Management
Colorado
$497K -$8.78K -75 -2%
RFA
842
Resurgent Financial Advisors
Georgia
$496K +$702 +6 +0.2%
SC
843
Syon Capital
California
$495K +$119K +1,013 +37%
AC
844
Apella Capital
Connecticut
$494K +$36.8K +314 +9%
CC
845
Centiva Capital
New York
$492K +$433K +3,700 New
VCM
846
Virtue Capital Management
Tennessee
$488K -$35.8K -306 -8%
FCCM
847
First City Capital Management
Georgia
$488K -$29.8K -255 -6%
RFA
848
Register Financial Advisors
Georgia
$488K +$7.84K +67 +2%
DIA
849
Dana Investment Advisors
Wisconsin
$487K -$12.5K -107 -3%
LIM
850
Leavell Investment Management
Alabama
$486K +$57.4K +490 +15%
32 33
34
35 36