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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
976
Groupama Asset Management
France
$279K +$334K +2,430 New
DOA
977
D'Orazio & Associates
Virginia
$279K -$2.48K -18 -0.7%
WP
978
WealthPLAN Partners
Nebraska
$279K -$72.1K -524 -18%
BPC
979
Banque Pictet & Cie
Switzerland
$277K – – –
TFM
980
TFC Financial Management
Massachusetts
$276K -$22.6K -164 -6%
NCM
981
Northside Capital Management
Oregon
$276K – – –
SHGA
982
Sand Hill Global Advisors
California
$275K – – –
WWG
983
West Wealth Group
California
$274K +$3.99K +29 +1%
OCM
984
Objective Capital Management
Ohio
$272K – – –
SW
985
SteelPeak Wealth
California
$272K -$2.75K -20 -0.8%
DWM
986
Drive Wealth Management
Utah
$272K -$3.71K -27 -1%
RC
987
Roundview Capital
New Jersey
$271K -$8.12K -59 -2%
CPWM
988
Cypress Point Wealth Management
Texas
$269K – – –
PTCG
989
Pring Turner Capital Group
California
$268K +$4.82K +35 +2%
NG
990
Norden Group
Utah
$267K +$30.5K +222 +11%
CCM
991
CAAS Capital Management
New York
$267K +$244K +1,774 +331%
CWM
992
Connecticut Wealth Management
Connecticut
$266K -$6.33K -46 -2%
HCP
993
Hexagon Capital Partners
Arkansas
$266K -$1.79K -13 -0.6%
FIA
994
Foundations Investment Advisors
Arizona
$265K +$19.5K +142 +7%
DFCM
995
Dark Forest Capital Management
Puerto Rico
$265K +$316K +2,294 New
CPC
996
Congress Park Capital
New York
$260K +$310K +2,250 New
VC
997
Vicus Capital
Pennsylvania
$260K +$59.3K +431 +24%
JF
998
JSF Financial
California
$258K +$307K +2,232 New
SFP
999
Shepherd Financial Partners
Massachusetts
$258K +$1.24K +9 +0.4%
QWP
1000
Quotient Wealth Partners
Texas
$254K -$4.95K -36 -2%
38 39
40
41 42