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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
926
CX Institutional
Indiana
$401K +$89.9K +723 +30%
GFA
927
Gallagher Fiduciary Advisors
Illinois
$400K +$25K +201 +7%
GPW
928
Genesis Private Wealth
Virginia
$400K -$148K -1,193 -28%
TCBWMS
929
Texas Capital Bank Wealth Management Services
Texas
$394K +$384K +3,089 New
FHC
930
First Horizon Corporation
Tennessee
$392K +$176K +1,415 +85%
AP
931
Americana Partners
Texas
$390K +$381K +3,063 New
MCCA
932
Mill Creek Capital Advisors
Pennsylvania
$389K +$6.47K +52 +2%
PTP
933
Platform Technology Partners
New York
$388K +$157K +1,264 +71%
FIA
934
Foundations Investment Advisors
Arizona
$387K -$257K -2,068 -40%
NRG
935
Nemes Rush Group
Michigan
$387K +$81.1K +652 +27%
EW
936
Evoke Wealth
California
$386K -$29.5K -237 -7%
CCA
937
Cadent Capital Advisors
Oklahoma
$385K -$118K -950 -24%
NG
938
Norden Group
Utah
$384K -$111K -894 -23%
ECM
939
Evergreen Capital Management
Washington
$384K +$81K +651 +28%
RWS
940
Rochester Wealth Strategies
Michigan
$384K – – –
DL
941
Dockside LLC
New York
$383K +$374K +3,007 New
AFA
942
AA Financial Advisors
Ohio
$383K +$18.9K +152 +5%
BDL
943
Banque de Luxembourg
Luxembourg
$383K +$111K +894 +42%
WSC
944
Wellington Shields & Co
New York
$382K – – –
KA
945
Klingman & Associates
New York
$382K +$8.09K +65 +2%
QC
946
Quent Capital
New York
$379K +$325K +2,609 +723%
QLSGSCF
947
Quent Long Short Global Small Cap Fund
New York
$379K +$369K +2,970 New
VCM
948
Virtue Capital Management
Tennessee
$378K -$6.39M -51,411 -95%
CCA
949
Childress Capital Advisors
Texas
$377K -$19.7K -158 -5%
EWP
950
Elevation Wealth Partners
California
$375K -$62.9K -506 -15%
36 37
38
39 40