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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
926
Cornerstone Advisory
Maryland
$414K +$13.1K +92 +3%
SFG
927
Sovereign Financial Group
Connecticut
$414K -$426 -3 -0.1%
FFO
928
Fiduciary Family Office
Florida
$406K -$1.99K -14 -0.4%
MTWM
929
Masso Torrence Wealth Management
New Jersey
$406K – – –
KWA
930
Kingswood Wealth Advisors
California
$405K -$72.8K -513 -14%
CCA
931
Childress Capital Advisors
Texas
$405K +$41.9K +295 +10%
MSFS
932
Main Street Financial Solutions
Pennsylvania
$403K +$440K +3,098 New
TCWA
933
Turtle Creek Wealth Advisors
Texas
$396K +$433K +3,049 New
WMA
934
Wealth Management Associates
New Jersey
$396K +$86.7K +611 +25%
MYIA
935
Mount Yale Investment Advisors
Colorado
$393K +$215K +1,514 +100%
RWS
936
Rochester Wealth Strategies
Michigan
$391K – – –
RMDI
937
R.M. Davis Inc
Maine
$390K – – –
MCCA
938
Mill Creek Capital Advisors
Pennsylvania
$390K – – –
WSC
939
Wellington Shields & Co
New York
$390K – – –
GCM
940
Glaxis Capital Management
Florida
$390K +$426K +3,000 New
MCA
941
Millennium Capital Advisors
Arkansas
$386K +$177K +1,250 +73%
GFA
942
Gallagher Fiduciary Advisors
Illinois
$381K +$9.65K +68 +2%
KA
943
Klingman & Associates
New York
$381K +$46.4K +327 +13%
FCM
944
Fieldview Capital Management
Michigan
$377K -$3.26M -22,946 -89%
VA
945
VestGen Advisors
Illinois
$373K -$1.84K -13 -0.5%
SAI
946
Systematic Alpha Investments
New Jersey
$372K – – –
AFA
947
AA Financial Advisors
Ohio
$371K -$71.8K -506 -15%
LFASL
948
Lugano Financial Advisors SA (LFA)
Switzerland
$370K – – –
AC
949
Avestar Capital
New York
$370K +$128K +899 +46%
WQ
950
Wealth Quarterback
New Jersey
$369K -$227K -1,599 -36%
36 37
38
39 40