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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
851
Cypress Capital Group
Florida
– -$314K -4,218 Closed
TCM
852
Teza Capital Management
Illinois
– -$314K -4,216 Closed
MWM
853
Modera Wealth Management
New Jersey
– -$309K -4,149 Closed
CA
854
Cornerstone Advisory
Maryland
– -$304K -4,075 Closed
EN1L
855
Engine No 1 LLC
California
– -$298K -4,004 Closed
CCP
856
Corient Capital Partners
California
– -$271K -3,630 Closed
RWB
857
RMR Wealth Builders
New Jersey
– -$250K -3,351 Closed
SF
858
Summit Financial
New Jersey
– -$246K -3,298 Closed
KCM
859
Kathmere Capital Management
Pennsylvania
– -$246K -3,296 Closed
PL
860
Pluribus Labs
California
– -$245K -3,293 Closed
ARC
861
Advisor Resource Council
Texas
– -$238K -3,200 Closed
WHG
862
Westwood Holdings Group
Texas
– -$238K -3,196 Closed
QT
863
Quantamental Technologies
New York
– -$238K -3,194 Closed
SFG
864
Sovereign Financial Group
Connecticut
– -$235K -3,155 Closed
CG
865
Caprock Group
Idaho
– -$235K -3,150 Closed
NB
866
Northwest Bancshares
Pennsylvania
– -$231K -3,100 Closed
PGFC
867
Peapack-Gladstone Financial Corp
New Jersey
– -$227K -3,043 Closed
AIP
868
Almanack Investment Partners
Pennsylvania
– -$226K -3,031 Closed
AC
869
Apella Capital
Connecticut
– -$224K -3,000 Closed
HVP
870
Hudson Value Partners
Florida
– -$224K -3,000 Closed
IP
871
Intellectus Partners
California
– -$224K -3,000 Closed
IAMOG
872
Investors Asset Management of Georgia
Georgia
– -$224K -3,000 Closed
SIM
873
Stratos Investment Management
Ohio
– -$224K -3,000 Closed
USCWA
874
U.S. Capital Wealth Advisors
Texas
– -$224K -3,000 Closed
MFS
875
Mirabella Financial Services
United Kingdom
– -$223K -2,992 Closed
33 34
35
36 37