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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
926
Sovereign Financial Group
Connecticut
$414K -$426 -3 -0.1%
FFO
927
Fiduciary Family Office
Florida
$406K -$1.99K -14 -0.4%
MTWM
928
Masso Torrence Wealth Management
New Jersey
$406K – – –
KWA
929
Kingswood Wealth Advisors
California
$405K -$72.8K -513 -14%
CCA
930
Childress Capital Advisors
Texas
$405K +$41.9K +295 +10%
MSFS
931
Main Street Financial Solutions
Pennsylvania
$403K +$440K +3,098 New
TCWA
932
Turtle Creek Wealth Advisors
Texas
$396K +$433K +3,049 New
WMA
933
Wealth Management Associates
New Jersey
$396K +$86.7K +611 +25%
MYIA
934
Mount Yale Investment Advisors
Colorado
$393K +$215K +1,514 +100%
RWS
935
Rochester Wealth Strategies
Michigan
$391K – – –
RMDI
936
R.M. Davis Inc
Maine
$390K – – –
MCCA
937
Mill Creek Capital Advisors
Pennsylvania
$390K – – –
WSC
938
Wellington Shields & Co
New York
$390K – – –
GCM
939
Glaxis Capital Management
Florida
$390K +$426K +3,000 New
MCA
940
Millennium Capital Advisors
Arkansas
$386K +$177K +1,250 +73%
GFA
941
Gallagher Fiduciary Advisors
Illinois
$381K +$9.65K +68 +2%
KA
942
Klingman & Associates
New York
$381K +$46.4K +327 +13%
FCM
943
Fieldview Capital Management
Michigan
$377K -$3.26M -22,946 -89%
VA
944
VestGen Advisors
Illinois
$373K -$1.84K -13 -0.5%
SAI
945
Systematic Alpha Investments
New Jersey
$372K – – –
AFA
946
AA Financial Advisors
Ohio
$371K -$71.8K -506 -15%
LFASL
947
Lugano Financial Advisors SA (LFA)
Switzerland
$370K – – –
AC
948
Avestar Capital
New York
$370K +$128K +899 +46%
WQ
949
Wealth Quarterback
New Jersey
$369K -$227K -1,599 -36%
NW
950
Naviter Wealth
Arkansas
$367K +$4.26K +30 +1%
36 37
38
39 40