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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
976
Quotient Wealth Partners
Texas
$331K +$18.3K +125 +6%
SFP
977
Shepherd Financial Partners
Massachusetts
$328K – – –
ATPW
978
Ashton Thomas Private Wealth
Arizona
$328K +$55K +375 +20%
WMA
979
West Michigan Advisors
Michigan
$325K +$322K +2,196 New
ANTB
980
AMG National Trust Bank
Colorado
$323K +$15.6K +106 +5%
AF
981
Advisornet Financial
Minnesota
$322K +$258K +1,759 +418%
KFGK
982
Keystone Financial Group (Kentucky)
Kentucky
$320K -$10.3K -70 -3%
FIA
983
Foundations Investment Advisors
Arizona
$319K +$6.01K +41 +2%
ACP
984
Aviance Capital Partners
Florida
$316K – – –
IWM
985
Integris Wealth Management
California
$315K +$41.7K +284 +15%
4WM
986
44 Wealth Management
Oregon
$314K -$26.4K -180 -8%
WA
987
Wealth Alliance
New York
$313K -$24.6K -168 -7%
EA
988
Everpar Advisors
Oklahoma
$313K +$4.4K +30 +1%
ACM
989
Aljian Capital Management
Nevada
$311K – – –
BMC
990
Beaton Management Company
Massachusetts
$311K – – –
GM
991
GeoWealth Management
Illinois
$311K +$7.48K +51 +2%
FHA
992
First Horizon Advisors
Tennessee
$309K -$12K -82 -4%
NG
993
Norden Group
Utah
$309K +$306K +2,089 New
SAM
994
Smartleaf Asset Management
Massachusetts
$307K +$108K +734 +55%
VFO
995
Virtus Family Office
Texas
$307K -$49.4K -337 -14%
ECG
996
Edge Capital Group
Georgia
$304K +$11.4K +78 +4%
DBIA
997
Dumont & Blake Investment Advisors
New Jersey
$300K +$4.25K +29 +1%
FCIM
998
Fairview Capital Investment Management
California
$300K – – –
APP
999
Avantax Planning Partners
Iowa
$300K – – –
EWM
1000
Empirical Wealth Management
Washington
$299K +$297K +2,023 New
38 39
40
41 42