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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
976
Frank Rimerman Advisors
California
$338K +$10.5K +74 +3%
EWM
977
Evercore Wealth Management
New York
$338K – – –
IGAM
978
iA Global Asset Management
Quebec, Canada
$338K -$45.4K -320 -11%
SM
979
Sweeney & Michel
California
$338K +$568 +4 +0.1%
ATC
980
Argent Trust Co
Tennessee
$336K -$36.2K -255 -9%
KCP
981
Kera Capital Partners
California
$335K -$47K -331 -11%
SAG
982
SageView Advisory Group
California
$333K -$29K -204 -7%
SFA
983
Souders Financial Advisors
Ohio
$333K +$43.7K +308 +14%
LA
984
Legacy Advisors
Pennsylvania
$330K +$361K +2,543 New
AFW
985
Avantra Family Wealth
Pennsylvania
$330K +$360K +2,538 New
PCIG
986
Partners Capital Investment Group
Massachusetts
$329K – – –
WAM
987
Wallington Asset Management
Indiana
$327K +$1.99K +14 +0.6%
SAI
988
Savvy Advisors Inc
New York
$325K +$110K +774 +45%
CPC
989
Congress Park Capital
New York
$325K +$35.5K +250 +11%
TNBTD
990
Trustmark National Bank Trust Department
Mississippi
$324K -$710 -5 -0.2%
RC
991
Roundview Capital
New Jersey
$322K +$19.2K +135 +6%
BWP
992
BlueStem Wealth Partners
Minnesota
$322K -$51.8K -365 -13%
SIM
993
SSI Investment Management
California
$321K – – –
FCH
994
Freestone Capital Holdings
Washington
$321K – – –
SW
995
SteelPeak Wealth
California
$321K +$14.1K +99 +4%
VFO
996
Virtus Family Office
Texas
$318K -$41K -289 -11%
OFS
997
Orrstown Financial Services
Pennsylvania
$318K +$61.2K +431 +21%
DWM
998
Drive Wealth Management
Utah
$317K +$10.9K +77 +3%
NB
999
Northwest Bancshares
Pennsylvania
$315K – – –
CI
1000
CX Institutional
Indiana
$315K +$15K +106 +5%
38 39
40
41 42