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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
901
Coppell Advisory Solutions
Texas
$2.15K +$1.76K +26 New
RA
902
Rise Advisors
New York
$2.11K
DPW
903
DiNuzzo Private Wealth
Pennsylvania
$2.07K +$1.69K +25 New
IA
904
IFS Advisors
Kansas
$2.07K
NL
905
NVWM LLC
Pennsylvania
$2.07K +$1.69K +25 New
IGWM
906
ICA Group Wealth Management
Colorado
$1.91K +$1.56K +23 New
S
907
Sachetta
Massachusetts
$1.91K +$1.56K +23 New
CP
908
Castleview Partners
Texas
$1.66K
FCA
909
FinTrust Capital Advisors
South Carolina
$1.41K
RWM
910
Raffa Wealth Management
District of Columbia
$1.41K
MCM
911
MV Capital Management
Maryland
$1.08K +$880 +13 New
BFEC
912
Benjamin F. Edwards & Company
Missouri
$1K -$121K -1,791 -99%
AW
913
Avion Wealth
Texas
$1K
GM
914
GeoWealth Management
Illinois
$1K +$1.15K +17 New
DFA
915
DHJJ Financial Advisors
Illinois
$829
GI
916
Gradient Investments
Minnesota
$663
TWP
917
TFO Wealth Partners
Ohio
$580
DWA
918
Delos Wealth Advisors
Texas
$249
PS
919
Planned Solutions
California
$249 +$203 +3 New
VWA
920
Valued Wealth Advisors
Utah
$185 +$203 +3 New
CIA
921
Cape Investment Advisory
Georgia
$166 +$135 +2 New
AWM
922
Abound Wealth Management
Tennessee
$21
DWM
923
Dogwood Wealth Management
Kansas
$9
ECU
924
Egerton Capital (UK)
United Kingdom
-$85.9M -1,394,577 Closed
Tiger Global Management
925
Tiger Global Management
New York
-$31.5M -511,000 Closed