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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
876
AA Financial Advisors
Ohio
$447K +$78.9K +674 +25%
BSG
877
Black Swift Group
Colorado
$446K -$2.69M -23,000 -87%
GI
878
GLOBALT Investments
Georgia
$444K -$56.3K -481 -13%
XT
879
XTX Topco
Cayman Islands
$437K -$1.29M -10,980 -77%
CB
880
CNB Bank
Pennsylvania
$427K +$76.6K +654 +26%
HCM
881
Hodges Capital Management
Texas
$427K +$351 +3 +0.1%
SFG
882
Sovereign Financial Group
Connecticut
$424K +$1.17K +10 +0.3%
HKAM
883
Horizon Kinetics Asset Management
New York
$423K -$255K -2,180 -41%
SAG
884
SageView Advisory Group
California
$421K -$5.15K -44 -2%
FFO
885
Fiduciary Family Office
Florida
$418K +$4.45K +38 +1%
MTWM
886
Masso Torrence Wealth Management
New Jersey
$416K -$5.62K -48 -2%
OF
887
Optimize Financial
California
$415K -$2.58K -22 -0.7%
IWC
888
Integrated Wealth Concepts
Massachusetts
$414K +$17.6K +150 +5%
OAM
889
Oppenheimer Asset Management
New York
$413K +$7.02K +60 +2%
CA
890
Cornerstone Advisory
Maryland
$412K +$10.4K +89 +3%
LOAMU
891
Lombard Odier Asset Management (USA)
New York
$408K +$359K +3,066 New
SM
892
Sweeney & Michel
California
$404K -$73.9K -631 -18%
BJL
893
Brighton Jones LLC
Washington
$404K -$195K -1,665 -35%
RWS
894
Rochester Wealth Strategies
Michigan
$400K – – –
RMDI
895
R.M. Davis Inc
Maine
$400K -$3.51K -30 -1%
MCCA
896
Mill Creek Capital Advisors
Pennsylvania
$399K – – –
WSC
897
Wellington Shields & Co
New York
$399K – – –
FCFC
898
First Commonwealth Financial Corp
Pennsylvania
$395K – – –
IGAM
899
iA Global Asset Management
Quebec, Canada
$388K -$188K -1,610 -36%
KCP
900
Kera Capital Partners
California
$387K +$340K +2,908 New
34 35
36
37 38