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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
901
VestGen Advisors
Illinois
$384K -$34.5K -295 -9%
BPWM
902
BCS Private Wealth Management
New Jersey
$383K +$337K +2,880 New
GFA
903
Gallagher Fiduciary Advisors
Illinois
$381K -$3.04K -26 -0.9%
VC
904
Vicus Capital
Pennsylvania
$381K +$71.8K +613 +27%
SAI
905
Systematic Alpha Investments
New Jersey
$380K – – –
CWP
906
Concord Wealth Partners
Virginia
$379K -$45.2K -386 -12%
CAMV
907
Concord Asset Management (Virginia)
Virginia
$379K +$334K +2,851 New
LFASL
908
Lugano Financial Advisors SA (LFA)
Switzerland
$379K – – –
BWP
909
BlueStem Wealth Partners
Minnesota
$378K -$30.3K -259 -8%
ATC
910
Argent Trust Co
Tennessee
$378K -$97.7K -835 -23%
ESB
911
Essex Savings Bank
Connecticut
$377K -$21.5K -184 -6%
BI
912
Ballast Inc
Kentucky
$375K -$9.72K -83 -3%
CCA
913
Childress Capital Advisors
Texas
$375K +$14K +120 +4%
CP
914
Cumberland Partners
Ontario, Canada
$374K -$7.02K -60 -2%
PGFC
915
Peapack-Gladstone Financial Corp
New Jersey
$373K -$8.66K -74 -3%
NW
916
Naviter Wealth
Arkansas
$372K -$1.29K -11 -0.4%
GIA
917
Guyasuta Investment Advisors
Pennsylvania
$372K – – –
ACM
918
Advisors Capital Management
New Jersey
$370K -$1.64K -14 -0.5%
OAM
919
Ostrum Asset Management
France
$369K -$9.36K -80 -3%
BFIM
920
Beese Fulmer Investment Management
Ohio
$368K +$35.1K +300 +12%
PAS
921
Parsonex Advisory Services
Colorado
$368K +$324K +2,764 New
MFA
922
Mayflower Financial Advisors
Massachusetts
$367K -$819 -7 -0.3%
MG
923
Marex Group
$366K -$1.99M -17,020 -86%
NRI
924
NFP Retirement Inc
California
$366K +$322K +2,748 New
NC
925
North Capital
Utah
$365K -$702 -6 -0.2%
35 36
37
38 39