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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
876
44 Wealth Management
Oregon
$319K +$272K +2,300 New
FCH
877
Freestone Capital Holdings
Washington
$317K -$35.4K -299 -11%
SHGA
878
Sand Hill Global Advisors
California
$317K – – –
DOA
879
D'Orazio & Associates
Virginia
$317K +$2.01K +17 +0.7%
VFO
880
Virtus Family Office
Texas
$315K -$6.27K -53 -2%
BPC
881
Banque Pictet & Cie
Switzerland
$313K – – –
OCM
882
Objective Capital Management
Ohio
$313K +$284K +2,398 New
FHA
883
Flagship Harbor Advisors
Massachusetts
$312K -$2.96K -25 -1%
SIM
884
Stratos Investment Management
Ohio
$311K +$12.1K +102 +4%
CHA
885
Carmichael Hill & Associates
Maryland
$310K +$473 +4 +0.2%
HCP
886
Hexagon Capital Partners
Arkansas
$309K -$6.74K -57 -2%
DWM
887
Drive Wealth Management
Utah
$309K +$6.39K +54 +2%
FNT
888
First National Trust
Pennsylvania
$305K – – –
JWM
889
Jackson Wealth Management
Florida
$304K +$275K +2,327 New
TDC
890
Thompson Davis & Co
Virginia
$304K +$275K +2,325 New
SW
891
SteelPeak Wealth
California
$303K +$2.25K +19 +0.8%
WANY
892
Wealthspire Advisors (New York)
New York
$302K +$274K +2,312 New
TAM
893
Tocqueville Asset Management
New York
$300K -$1.77K -15 -0.6%
WA
894
Wealth Alliance
New York
$298K +$270K +2,281 New
PTCG
895
Pring Turner Capital Group
California
$298K -$592 -5 -0.2%
NW
896
Naviter Wealth
Arkansas
$297K +$269K +2,275 New
VF
897
Virtu Financial
New York
$297K -$1.93M -16,295 -88%
MGIA
898
Moneta Group Investment Advisors
Missouri
$297K +$269K +2,272 New
RWM
899
Ritholtz Wealth Management
New York
$293K +$266K +2,247 New
KFGK
900
Keystone Financial Group (Kentucky)
Kentucky
$291K -$41.5K -351 -14%
34 35
36
37 38