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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
951
Raffa Wealth Management
District of Columbia
$90.6K – – –
NB
952
NBT Bank
New York
$90.5K – – –
CPG
953
Cornerstone Planning Group
New Jersey
$90K +$84.9K +834 +6,415%
OWA
954
Opal Wealth Advisors
New York
$86.9K +$84.1K +826 New
CH
955
Canton Hathaway
Rhode Island
$84K – – –
BFEC
956
Benjamin F. Edwards & Company
Missouri
$81K +$9.06K +89 +13%
WWP
957
WR Wealth Planners
Missouri
$80.5K +$25.6K +251 +49%
ST
958
Smithfield Trust
Pennsylvania
$80K -$7.84K -77 -9%
TFGT
959
TS Financial Group (TSFG)
Illinois
$76K – – –
GWP
960
Gen-Wealth Partners
Michigan
$74.7K +$72.3K +710 New
AA
961
AlphaCentric Advisors
Puerto Rico
$74.3K +$71.9K +706 New
CH
962
Cromwell Holdings
Wyoming
$74K +$71.6K +703 New
WTA
963
Washington Trust Advisors
Massachusetts
$71.3K +$5.8K +57 +9%
BGAI
964
Bruce G. Allen Investments
Colorado
$67.1K -$8.65K -85 -12%
WOC
965
West Oak Capital
California
$65.8K +$50.9K +500 +400%
SWC
966
Spectrum Wealth Counsel
Indiana
$63.6K – – –
CFO
967
CVA Family Office
Colorado
$60.5K – – –
AIM
968
Arcadia Investment Management
Michigan
$59.8K – – –
KPP
969
Kings Path Partners
Texas
$58.5K +$56.6K +556 New
IFAM
970
Institutional & Family Asset Management
Colorado
$57.8K +$102 +1 +0.2%
SIC
971
SJS Investment Consulting
Ohio
$54.7K – – –
SVCP
972
Silicon Valley Capital Partners
California
$53.4K +$102 +1 +0.2%
HIIFS
973
Harel Insurance Investments & Financial Services
Israel
$53K – – –
SSG
974
Summit Securities Group
New York
$53K +$51.2K +503 New
AA
975
Ancora Advisors
Ohio
$52.6K – – –
37 38
39
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