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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
876
Cypress Wealth Services
California
$340K +$30.3K +287 +8%
PFM
877
Patton Fund Management
Texas
$338K +$190K +1,801 +97%
PA
878
Procyon Advisors
Connecticut
$336K +$19.6K +186 +5%
WANY
879
Wealthspire Advisors (New York)
New York
$336K -$391K -3,705 -51%
DWM
880
Diversify Wealth Management
Utah
$335K +$355K +3,372 New
TCBWMS
881
Texas Capital Bank Wealth Management Services
Texas
$333K +$54.3K +515 +17%
AC
882
AlphaCore Capital
California
$333K +$297K +2,822 +362%
HWA
883
HHM Wealth Advisors
Tennessee
$333K +$105 +1 +0%
JFGIW
884
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$333K -$47.5K -451 -11%
CTC
885
Central Trust Company
Missouri
$332K -$449K -4,263 -54%
CM
886
Cercano Management
Washington
$329K – – –
FCCM
887
First City Capital Management
Georgia
$328K -$13.7K -130 -4%
SBFM
888
S-Bank Fund Management
Finland
$327K -$13.9K -132 -4%
PAM
889
Panagora Asset Management
Massachusetts
$327K – – –
TP
890
Tranquility Partners
Tennessee
$327K +$206K +1,956 +124%
KA
891
Kovack Advisors
Florida
$326K -$112K -1,061 -23%
DCM
892
Dudley Capital Management
Virginia
$326K -$5.27K -50 -1%
AHL
893
Abel Hall LLC
Louisiana
$321K +$179K +1,697 +96%
CA
894
Cornerstone Advisory
Maryland
$321K +$4.74K +45 +1%
GPW
895
Genesis Private Wealth
Virginia
$318K +$32.4K +307 +10%
SIP
896
Snowwater Investment Partners
Connecticut
$318K +$152K +1,438 +72%
CA
897
Commerzbank Aktiengesellschaft
Germany
$314K -$21.1K -200 -6%
WQ
898
Wealth Quarterback
New Jersey
$314K +$10.2K +97 +3%
Kovitz Investment Group Partners
899
Kovitz Investment Group Partners
Illinois
$314K +$358K +3,393 New
LIM
900
Leavell Investment Management
Alabama
$314K -$12.2K -116 -3%