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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
851
Aaron Wealth Advisors
Illinois
$547K +$29.4K +207 +5%
BJL
852
Brighton Jones LLC
Washington
$547K +$167K +1,178 +39%
WPW
853
Watershed Private Wealth
Illinois
$543K – – –
BCWM
854
Bartlett & Co Wealth Management
Ohio
$538K +$6.1K +43 +1%
LIM
855
Leavell Investment Management
Alabama
$529K +$59.2K +417 +11%
DTL
856
Dynamic Technology Lab
Singapore
$529K +$228K +1,604 +65%
SPC
857
Sigma Planning Corp
Michigan
$529K -$18K -127 -3%
JFGIW
858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$529K +$512K +3,609 +785%
HBT
859
Hills Bank & Trust
Iowa
$527K +$411K +2,892 +248%
KCPG
860
Kavar Capital Partners Group
Kansas
$523K – – –
FC
861
Fjell Capital
North Dakota
$521K -$12.3K -87 -2%
MOS
862
MGO One Seven
Ohio
$520K -$463K -3,259 -45%
GSWM
863
Golden State Wealth Management
California
$520K +$426 +3 +0.1%
OL
864
one8zero8 LLC
North Carolina
$520K -$14.2K -100 -2%
WPA
865
Wealth Preservation Advisors
Tennessee
$520K – – –
BA
866
Bridgewater Advisors
New York
$518K +$113K +795 +18%
TPA
867
Trivium Point Advisory
Connecticut
$517K +$565K +3,980 New
PPW
868
Parcion Private Wealth
Washington
$517K +$7.24K +51 +1%
CCA
869
Cadent Capital Advisors
Oklahoma
$516K +$78.1K +550 +16%
OFG
870
Oxford Financial Group
Indiana
$508K -$5.82K -41 -1%
NG
871
Norden Group
Utah
$508K +$175K +1,230 +46%
PIA
872
Perennial Investment Advisors
California
$501K +$16.6K +117 +3%
RFA
873
Resurgent Financial Advisors
Georgia
$501K +$17.3K +122 +3%
SS
874
Sunbelt Securities
Texas
$500K +$44.9K +316 +9%
HTC
875
Haverford Trust Company
Pennsylvania
$497K -$8.23K -58 -1%
33 34
35
36 37