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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
926
Middleton & Co
Massachusetts
$388K – – –
EWM
927
Evercore Wealth Management
New York
$387K +$293 +2 +0.1%
LP
928
LGL Partners
Pennsylvania
$383K +$15.8K +108 +4%
TDC
929
Thompson Davis & Co
Virginia
$383K +$38.3K +261 +11%
HFS
930
Hantz Financial Services
Michigan
$382K -$9.54K -65 -2%
MGIA
931
Moneta Group Investment Advisors
Missouri
$382K +$45.3K +309 +14%
TFM
932
TFC Financial Management
Massachusetts
$378K – – –
NW
933
Naviter Wealth
Arkansas
$376K +$39.3K +268 +12%
SGI
934
Summit Global Investments
Utah
$372K +$369K +2,517 New
SAM
935
Silvercrest Asset Management
New York
$371K – – –
TNBTD
936
Trustmark National Bank Trust Department
Mississippi
$370K -$73.4K -500 -17%
BI
937
Ballast Inc
Kentucky
$370K – – –
AFA
938
AA Financial Advisors
Ohio
$368K +$92.7K +632 +34%
AC
939
Avestar Capital
New York
$366K +$49.7K +339 +16%
REMPR
940
Roof Eidam Maycock Peralta (REMP)
California
$365K +$734 +5 +0.2%
KNW
941
Kesler Norman & Wride
Utah
$363K -$759K -5,172 -68%
FHA
942
Flagship Harbor Advisors
Massachusetts
$361K +$7.48K +51 +2%
IAIM
943
International Assets Investment Management
Florida
$361K -$50M -340,562 -99%
CWM
944
Congress Wealth Management
Massachusetts
$360K +$357K +2,436 New
DOA
945
D'Orazio & Associates
Virginia
$360K +$880 +6 +0.2%
TC
946
Taika Capital
Florida
$359K +$357K +2,430 New
NB
947
Northwest Bancshares
Pennsylvania
$359K -$44K -300 -11%
ATS
948
Ashton Thomas Securities
New York
$357K +$268K +1,825 +308%
FCH
949
Freestone Capital Holdings
Washington
$356K -$3.96K -27 -1%
XT
950
XTX Topco
Cayman Islands
$356K -$2.28M -15,514 -87%
36 37
38
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