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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
851
Vision Retirement
New Jersey
$367K +$13.2K +125 +3%
OL
852
one8zero8 LLC
North Carolina
$365K +$5.27K +50 +1%
WCP
853
Wick Capital Partners
Pennsylvania
$364K +$415K +3,933 New
PMG
854
ProVise Management Group
Florida
$360K -$41K -389 -9%
HFS
855
Hantz Financial Services
Michigan
$358K +$237K +2,253 +139%
MCM
856
Mainstay Capital Management
Michigan
$358K -$10K -95 -2%
NIM
857
Northeast Investment Management
Massachusetts
$354K -$527K -5,000 -57%
BAM
858
Berkshire Asset Management
Pennsylvania
$354K +$843 +8 +0.2%
SIA
859
Soltis Investment Advisors
Utah
$352K +$160K +1,520 +66%
TC
860
TAGStone Capital
North Carolina
$352K +$843 +8 +0.2%
FT
861
Fiduciary Trust
Massachusetts
$352K +$401K +3,805 New
AL
862
ADE LLC
Maryland
$352K – – –
BFIM
863
Beese Fulmer Investment Management
Ohio
$352K +$401K +3,802 New
PWM
864
Pines Wealth Management
North Carolina
$351K -$71.5K -678 -15%
BPW
865
Bingham Private Wealth
California
$351K +$46.6K +442 +13%
SC
866
Savant Capital
Illinois
$348K +$130K +1,233 +49%
IIC
867
Integrated Investment Consultants
Michigan
$347K -$409K -3,882 -51%
CW
868
CreativeOne Wealth
Kansas
$343K +$169K +1,607 +76%
RC
869
Roundview Capital
New Jersey
$343K +$172K +1,629 +78%
RMDI
870
R.M. Davis Inc
Maine
$342K -$527 -5 -0.1%
FAM
871
Formidable Asset Management
Ohio
$342K +$35.8K +340 +15%
LAM
872
L2 Asset Management
Massachusetts
$341K +$26.7K +253 +7%
CPW
873
Catalyst Private Wealth
California
$340K +$12.8K +121 +3%
DM
874
Diversified Management
Wisconsin
$340K +$387K +3,674 New
CWS
875
Cypress Wealth Services
California
$340K +$30.3K +287 +8%
33 34
35
36 37