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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
951
Elevation Wealth Partners
California
$375K -$62.9K -506 -15%
Crawford Investment Counsel
952
Crawford Investment Counsel
Georgia
$375K +$366K +2,942 New
Integrated Wealth Concepts
953
Integrated Wealth Concepts
Massachusetts
$371K +$27.9K +224 +8%
Avestar Capital
954
Avestar Capital
New York
$370K +$6.96K +56 +2%
Los Angeles Capital Management
955
Los Angeles Capital Management
California
$367K +$387K +3,109 New
NSB
956
Norway Savings Bank
Maine
$365K +$356K +2,863 New
Guyasuta Investment Advisors
957
Guyasuta Investment Advisors
Pennsylvania
$364K +$6.84K +55 +2%
LFASL
958
Lugano Financial Advisors SA (LFA)
Switzerland
$363K – – –
Trivium Point Advisory
959
Trivium Point Advisory
Connecticut
$363K -$141K -1,133 -28%
Naviter Wealth
960
Naviter Wealth
Arkansas
$361K +$746 +6 +0.2%
Savvy Advisors Inc
961
Savvy Advisors Inc
New York
$358K +$38.7K +311 +12%
ESB
962
Essex Savings Bank
Connecticut
$358K -$1.62K -13 -0.5%
Mayflower Financial Advisors
963
Mayflower Financial Advisors
Massachusetts
$356K -$373 -3 -0.1%
Quotient Wealth Partners
964
Quotient Wealth Partners
Texas
$354K -$4.98K -40 -1%
Aprio Wealth Management
965
Aprio Wealth Management
Georgia
$353K +$7.21K +58 +2%
AA
966
Alta Advisers
United Kingdom
$352K -$74.6K -600 -18%
BI
967
Ballast Inc
Kentucky
$351K – – –
FFO
968
Fiduciary Family Office
Florida
$350K -$46.9K -377 -12%
OBWA
969
Oak Barrel Wealth Advisory
Virginia
$350K +$342K +2,747 New
PAS
970
Parsonex Advisory Services
Colorado
$347K -$4.6K -37 -1%
BPWM
971
BCS Private Wealth Management
New Jersey
$345K -$12.4K -100 -4%
Exchange Traded Concepts
972
Exchange Traded Concepts
Oklahoma
$344K -$92.2K -741 -22%
V-Square Quantitative Management
973
V-Square Quantitative Management
Illinois
$338K +$330K +2,651 New
Washington Trust Bank
974
Washington Trust Bank
Washington
$337K – – –
Newbridge Financial Services Group
975
Newbridge Financial Services Group
Florida
$336K +$124 +1 +0%