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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
876
Freestone Capital Holdings
Washington
$327K +$102K +1,049 +42%
CCM
877
Cinctive Capital Management
New York
$326K -$6.36M -65,569 -95%
WQ
878
Wealth Quarterback
New Jersey
$325K +$14.6K +151 +4%
FCCM
879
First City Capital Management
Georgia
$325K – – –
PAM
880
Panagora Asset Management
Massachusetts
$324K – – –
DCM
881
Dudley Capital Management
Virginia
$323K – – –
CI
882
CX Institutional
Indiana
$320K +$270K +2,784 +396%
LIM
883
Leavell Investment Management
Alabama
$319K +$8.44K +87 +3%
LS
884
Livforsakringsbolaget Skandia
Sweden
$319K -$87.3K -900 -21%
BCM
885
Boltwood Capital Management
California
$318K +$14.5K +150 +5%
RC
886
Roundview Capital
New Jersey
$317K -$25.1K -259 -7%
WWM
887
Waterway Wealth Management
Texas
$315K -$1.29M -13,288 -79%
CWP
888
Curated Wealth Partners
California
$314K +$332K +3,422 New
MCM
889
Manchester Capital Management
Vermont
$313K +$8.05K +83 +2%
FPGK
890
Financial Partners Group (Kansas)
Kansas
$312K +$27.4K +283 +9%
CWS
891
Cypress Wealth Services
California
$312K -$26.7K -275 -7%
ACM
892
Advisors Capital Management
New Jersey
$310K +$32.3K +333 +11%
GSIAS
893
Garden State Investment Advisory Services
New Jersey
$309K +$326K +3,366 New
CIM
894
Cambria Investment Management
California
$306K +$485 +5 +0.2%
OFG
895
Oxford Financial Group
Indiana
$306K – – –
SW
896
SteelPeak Wealth
California
$306K +$7.37K +76 +2%
AWM
897
Athena Wealth Management
Nevada
$301K +$318K +3,278 New
FIA
898
Foundations Investment Advisors
Arizona
$299K +$42.3K +436 +15%
NRG
899
Nemes Rush Group
Michigan
$299K +$13.9K +143 +5%
KA
900
Klingman & Associates
New York
$298K +$16.4K +169 +5%
34 35
36
37 38