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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
951
Trustmark National Bank Trust Department
Mississippi
$333K
WAM
952
Wallington Asset Management
Indiana
$333K
Wolverine Trading
953
Wolverine Trading
Illinois
$332K -$785K -6,710 -73%
WWG
954
West Wealth Group
California
$329K -$5.97K -51 -2%
SIM
955
SSI Investment Management
California
$329K -$143K -1,221 -33%
DTL
956
Dynamic Technology Lab
Singapore
$329K -$1.01M -8,600 -78%
FCH
957
Freestone Capital Holdings
Washington
$329K +$4.33K +37 +2%
AG
958
Ascent Group
Virginia
$326K +$1.76K +15 +0.6%
VSQM
959
V-Square Quantitative Management
Illinois
$326K -$443K -3,787 -61%
WMA
960
Wealth Management Associates
New Jersey
$324K +$50.6K +432 +22%
PA
961
Procyon Advisors
Connecticut
$323K -$2.6M -22,222 -90%
NB
962
Northwest Bancshares
Pennsylvania
$323K
DOA
963
D'Orazio & Associates
Virginia
$320K -$1.29K -11 -0.5%
BPC
964
Banque Pictet & Cie
Switzerland
$319K
AWM
965
Aprio Wealth Management
Georgia
$319K +$281K +2,398 New
SHGA
966
Sand Hill Global Advisors
California
$317K
FIA
967
Foundations Investment Advisors
Arizona
$317K +$9.83K +84 +4%
TFM
968
TFC Financial Management
Massachusetts
$315K -$2.22K -19 -0.8%
SW
969
SteelPeak Wealth
California
$315K +$2.34K +20 +0.9%
DWM
970
Drive Wealth Management
Utah
$314K +$1.41K +12 +0.5%
WANY
971
Wealthspire Advisors (New York)
New York
$314K -$105K -896 -28%
OCM
972
Objective Capital Management
Ohio
$313K +$117 +1 +0%
RC
973
Roundview Capital
New Jersey
$312K +$234 +2 +0.1%
LWL
974
Leo Wealth LLC
Texas
$311K -$77.5K -662 -22%
WP
975
WealthPLAN Partners
Nebraska
$310K -$9.48K -81 -3%