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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
976
Evercore Wealth Management
New York
$237K -$194 -2 -0.1%
BAM
977
Blueshift Asset Management
New Jersey
$237K +$250K +2,578 New
RWS
978
Resolute Wealth Strategies
Mississippi
$235K +$248K +2,555 New
TCBWMS
979
Texas Capital Bank Wealth Management Services
Texas
$234K -$103K -1,059 -29%
Hudson Bay Capital Management
980
Hudson Bay Capital Management
Connecticut
$233K +$246K +2,540 New
HTC
981
Haverford Trust Company
Pennsylvania
$233K -$160K -1,648 -39%
PCIG
982
Partners Capital Investment Group
Massachusetts
$232K – – –
GAMA
983
Graticule Asia Macro Advisors
New York
$231K +$244K +2,519 New
PWM
984
Pines Wealth Management
North Carolina
$230K -$124K -1,281 -34%
FLPIM
985
F.L. Putnam Investment Management
Massachusetts
$230K +$243K +2,509 New
PFGIA
986
Patriot Financial Group Insurance Agency
Massachusetts
$229K -$167K -1,721 -41%
HB
987
Horizon Bancorp
Indiana
$228K -$13.2K -136 -5%
SIM
988
SSI Investment Management
California
$227K – – –
QWP
989
Quotient Wealth Partners
Texas
$226K +$20.2K +208 +9%
AO
990
Advisor OS
Illinois
$226K -$82.8K -854 -26%
AWE
991
Avidian Wealth Enterprises
Texas
$225K +$19.9K +205 +9%
CPBTD
992
Central Pacific Bank - Trust Division
Hawaii
$225K +$238K +2,453 New
BWP
993
BlueStem Wealth Partners
Minnesota
$225K +$388 +4 +0.2%
FAM
994
Formidable Asset Management
Ohio
$224K -$25.2K -260 -10%
IIC
995
Integrated Investment Consultants
Michigan
$223K -$128K -1,318 -35%
NB
996
Northwest Bancshares
Pennsylvania
$223K – – –
Fisher Asset Management
997
Fisher Asset Management
Washington
$221K +$1.46K +15 +0.6%
PCG
998
Prosperity Consulting Group
Maryland
$221K +$3.39K +35 +1%
KCP
999
Kera Capital Partners
California
$221K -$69.5K -717 -23%
BPC
1000
Banque Pictet & Cie
Switzerland
$220K – – –