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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
876
Harbor Investment Advisory
Maryland
$476K +$105K +717 +29%
OIS
877
Okabena Investment Services
Minnesota
$476K -$286K -1,949 -38%
JWM
878
Jackson Wealth Management
Florida
$475K +$130K +886 +38%
HCM
879
Hodges Capital Management
Texas
$473K -$45.2K -308 -9%
LC
880
Lindbrook Capital
California
$470K +$15K +102 +3%
NEI
881
Northwest & Ethical Investments
Ontario, Canada
$470K -$103K -700 -18%
SFG
882
Sovereign Financial Group
Connecticut
$469K +$1.32K +9 +0.3%
MTWM
883
Masso Torrence Wealth Management
New Jersey
$468K +$147 +1 +0%
DCM
884
Dudley Capital Management
Virginia
$458K – – –
MCM
885
Mainstay Capital Management
Michigan
$453K – – –
R.M. Davis Inc
886
R.M. Davis Inc
Maine
$449K +$445K +3,035 New
CCA
887
Cadent Capital Advisors
Oklahoma
$444K – – –
WSC
888
Wellington Shields & Co
New York
$444K – – –
CA
889
Cornerstone Advisory
Maryland
$443K +$21K +143 +5%
AGC
890
Aspen Grove Capital
Colorado
$440K +$147 +1 +0%
Montag & Associates
891
Montag & Associates
Georgia
$440K +$12.9K +88 +3%
MCWA
892
Meadow Creek Wealth Advisors
Georgia
$438K -$16.3K -111 -4%
Exencial Wealth Advisors
893
Exencial Wealth Advisors
Oklahoma
$437K +$434K +2,957 New
Diversify Advisory Services
894
Diversify Advisory Services
Utah
$437K +$455K +3,099 New
BWP
895
BlueStem Wealth Partners
Minnesota
$436K +$433K +2,951 New
WP
896
WealthPLAN Partners
Nebraska
$434K +$194K +1,320 +82%
CCA
897
Childress Capital Advisors
Texas
$434K +$19.1K +130 +5%
OAM
898
Ostrum Asset Management
France
$433K -$17.8K -121 -4%
Wealthspire Advisors (New York)
899
Wealthspire Advisors (New York)
New York
$429K +$86.6K +590 +26%
Peapack-Gladstone Financial Corp
900
Peapack-Gladstone Financial Corp
New Jersey
$429K -$22.4K -153 -5%