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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
826
Evelyn Partners Investment Management
$603K – – –
C
827
Certuity
Florida
$601K +$3.18M +22,385 +856%
CWM
828
Cornerstone Wealth Management
Missouri
$601K +$35.6K +251 +6%
1L
829
10Elms LLP
Oklahoma
$597K – – –
FNT
830
First National Trust
Pennsylvania
$596K +$350K +2,465 +116%
JIC
831
Joel Isaacson & Co
New York
$594K +$426 +3 +0.1%
SIM
832
Stratos Investment Management
Ohio
$591K -$3.27K -23 -0.5%
PMG
833
ProVise Management Group
Florida
$590K -$42.6K -300 -6%
FM
834
Family Management
New York
$590K – – –
MG
835
Marex Group
$586K +$249K +1,756 +64%
GS
836
GTS Securities
Florida
$580K +$269K +1,892 +74%
HCM
837
Howard Capital Management
Georgia
$578K +$19.6K +138 +3%
SAM
838
Smartleaf Asset Management
Massachusetts
$577K +$236K +1,660 +63%
ACI
839
Alpha Cubed Investments
California
$573K -$12.8K -90 -2%
FA
840
Fountainhead AM
New Jersey
$572K -$3.69K -26 -0.6%
VCM
841
Virtue Capital Management
Tennessee
$572K +$7.19M +50,671 +1,380%
FRM
842
Fox Run Management
Connecticut
$570K +$622K +4,385 New
LS
843
Livforsakringsbolaget Skandia
Sweden
$568K -$42.6K -300 -6%
SOAMC
844
Spirit of America Management Corp
New York
$565K +$28.4K +200 +5%
GPW
845
Genesis Private Wealth
Virginia
$563K -$24.8K -175 -4%
KA
846
Kovack Advisors
Florida
$559K -$6.81K -48 -1%
FSA
847
Fort Sheridan Advisors
Illinois
$558K +$52K +366 +9%
CCWM
848
Cassaday & Co Wealth Management
Virginia
$558K +$284 +2 +0%
IAS
849
Insigneo Advisory Services
Florida
$551K -$197K -1,389 -25%
PCM
850
Prelude Capital Management
New York
$550K +$326K +2,295 +119%
32 33
34
35 36