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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1001
Keystone Financial Group (Kentucky)
Kentucky
$216K +$228K +2,349 New
RWP
1002
RWA Wealth Partners
Massachusetts
$215K +$227K +2,343 New
CFP
1003
Catalyst Financial Partners
Massachusetts
$214K +$226K +2,331 New
JTWM
1004
Jackson Thornton Wealth Management
Alabama
$214K +$226K +2,330 New
ACP
1005
Aviance Capital Partners
Florida
$213K – – –
LA
1006
LVW Advisors
New York
$212K +$11.3K +117 +5%
FNB
1007
Farmers National Bank
Kentucky
$212K -$20.8K -214 -8%
WC
1008
Waterloo Capital
Texas
$211K +$223K +2,297 New
MMA
1009
Miracle Mile Advisors
California
$211K +$12.4K +128 +6%
VA
1010
VestGen Advisors
Illinois
$210K -$60.6K -625 -21%
PA
1011
Procyon Advisors
Connecticut
$209K -$132K -1,364 -38%
EL
1012
EWA LLC
Pennsylvania
$207K +$219K +2,256 New
NWM
1013
Northwest Wealth Management
Iowa
$207K -$57.8K -596 -21%
PC
1014
PCB Capital
New Jersey
$206K +$218K +2,243 New
FFA
1015
Fi3 Financial Advisors
Indiana
$205K -$236K -2,436 -81%
FFA
1016
Founders Financial Alliance
North Carolina
$204K +$388 +4 +0.2%
GM
1017
GeoWealth Management
Illinois
$202K +$214K +2,202 New
DWM
1018
Dynasty Wealth Management
Florida
$201K -$353K -3,637 -62%
OP
1019
Oslo Pensjonsforsikring
$200K +$110K +1,135 +109%
ZBNA
1020
Zions Bancorporation, National Association
Utah
$200K +$13.1K +135 +7%
SOAMC
1021
Spirit of America Management Corp
New York
$197K -$213K -2,200 -51%
YP
1022
YANKCOM Partnership
South Dakota
$194K +$4.66K +48 +2%
CSPIA
1023
Cary Street Partners Investment Advisory
Virginia
$192K -$11.7K -121 -5%
NAAA
1024
New Age Alpha Advisors
New York
$186K +$197K +2,027 New
QL
1025
Quarry LP
New York
$186K +$56.6K +584 +41%
39 40
41
42 43