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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
976
Prota Financial
Texas
$335K +$327K +2,627 New
NC
977
North Capital
Utah
$335K -$14.8K -119 -4%
SFA
978
Souders Financial Advisors
Ohio
$334K +$7.21K +58 +2%
MC
979
Middleton & Co
Massachusetts
$334K – – –
FMLI
980
Fukoku Mutual Life Insurance
Japan
$333K -$18.7K -150 -5%
NRI
981
NFP Retirement Inc
California
$333K -$16.5K -133 -5%
PPG
982
Peak Planning Group
Colorado
$333K +$498 +4 +0.2%
TCWA
983
Turtle Creek Wealth Advisors
Texas
$333K -$54.7K -440 -14%
EWM
984
Evercore Wealth Management
New York
$332K – – –
IGAM
985
iA Global Asset Management
Quebec, Canada
$331K – – –
SWA
986
Stratos Wealth Advisors
Ohio
$331K -$1.87K -15 -0.6%
FFP
987
FourThought Financial Partners
Florida
$328K -$107K -858 -25%
XWL
988
XXI Wealth LLC
Illinois
$326K +$318K +2,554 New
SW
989
SteelPeak Wealth
California
$325K +$9.95K +80 +3%
SC
990
Savant Capital
Illinois
$323K +$34.3K +276 +12%
PCIG
991
Partners Capital Investment Group
Massachusetts
$322K – – –
HB
992
Horizon Bancorp
Indiana
$322K +$103K +829 +49%
FCH
993
Freestone Capital Holdings
Washington
$322K +$6.59K +53 +2%
PWA
994
Portus Wealth Advisors
North Carolina
$321K +$56.7K +456 +22%
WAM
995
Wallington Asset Management
Indiana
$319K -$1.74K -14 -0.6%
MGIA
996
Moneta Group Investment Advisors
Missouri
$318K +$68.4K +550 +28%
TNBTD
997
Trustmark National Bank Trust Department
Mississippi
$318K – – –
SIM
998
SSI Investment Management
California
$315K – – –
CWP
999
Curated Wealth Partners
California
$315K +$308K +2,473 New
KCP
1000
Kera Capital Partners
California
$313K +$19.8K +159 +6%
38 39
40
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