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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
876
First City Capital Management
Georgia
$325K – – –
PAM
877
Panagora Asset Management
Massachusetts
$324K – – –
DCM
878
Dudley Capital Management
Virginia
$323K – – –
CI
879
CX Institutional
Indiana
$320K +$270K +2,784 +396%
LIM
880
Leavell Investment Management
Alabama
$319K +$8.44K +87 +3%
LS
881
Livforsakringsbolaget Skandia
Sweden
$319K -$87.3K -900 -21%
BCM
882
Boltwood Capital Management
California
$318K +$14.5K +150 +5%
RC
883
Roundview Capital
New Jersey
$317K -$25.1K -259 -7%
WWM
884
Waterway Wealth Management
Texas
$315K -$1.29M -13,288 -79%
CWP
885
Curated Wealth Partners
California
$314K +$332K +3,422 New
MCM
886
Manchester Capital Management
Vermont
$313K +$8.05K +83 +2%
FPGK
887
Financial Partners Group (Kansas)
Kansas
$312K +$27.4K +283 +9%
CWS
888
Cypress Wealth Services
California
$312K -$26.7K -275 -7%
ACM
889
Advisors Capital Management
New Jersey
$310K +$32.3K +333 +11%
GSIAS
890
Garden State Investment Advisory Services
New Jersey
$309K +$326K +3,366 New
CIM
891
Cambria Investment Management
California
$306K +$485 +5 +0.2%
OFG
892
Oxford Financial Group
Indiana
$306K – – –
SW
893
SteelPeak Wealth
California
$306K +$7.37K +76 +2%
AWM
894
Athena Wealth Management
Nevada
$301K +$318K +3,278 New
FIA
895
Foundations Investment Advisors
Arizona
$299K +$42.3K +436 +15%
NRG
896
Nemes Rush Group
Michigan
$299K +$13.9K +143 +5%
KA
897
Klingman & Associates
New York
$298K +$16.4K +169 +5%
SM
898
Sweeney & Michel
California
$296K +$582 +6 +0.2%
SC
899
Syon Capital
California
$296K -$98.9K -1,020 -24%
HCM
900
Hodges Capital Management
Texas
$296K +$485 +5 +0.2%
34 35
36
37 38