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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Empirical Wealth Management
Washington
$299K +$297K +2,023 New
SIM
1002
Sentry Investment Management
Wisconsin
$298K +$296K +2,018 New
VIM
1003
VELA Investment Management
Ohio
$297K – – –
CAM
1004
Concorde Asset Management
Michigan
$296K – – –
SC
1005
Savant Capital
Illinois
$296K +$63.2K +431 +27%
BMC
1006
Benin Management Corp
Connecticut
$296K – – –
DWA
1007
Douglass Winthrop Advisors
New York
$296K – – –
FA
1008
Fortis Advisors
Pennsylvania
$296K – – –
GFL
1009
Granite FO LLC
New Hampshire
$296K – – –
HA
1010
Harbor Advisors
Florida
$296K – – –
SYBT
1011
Stock Yards Bank & Trust
Kentucky
$296K – – –
WSCM
1012
Wellington Shields Capital Management
New York
$296K – – –
CFO
1013
Callan Family Office
Pennsylvania
$295K +$293K +1,997 New
RCP
1014
Rothschild Capital Partners
New York
$294K +$292K +1,990 New
PA
1015
PFG Advisors
Arizona
$293K +$880 +6 +0.3%
P
1016
Pitcairn
Pennsylvania
$292K +$47.1K +321 +19%
NAM
1017
NorthCrest Asset Manangement
Minnesota
$292K +$32.9K +224 +13%
SIA
1018
Schechter Investment Advisors
Michigan
$291K +$27K +184 +10%
MWM
1019
Modera Wealth Management
New Jersey
$288K -$5.13K -35 -2%
MBT
1020
Montecito Bank & Trust
California
$288K +$25.4K +173 +10%
BDL
1021
Banque de Luxembourg
Luxembourg
$288K +$284K +1,936 New
MKW
1022
Mullaney, Keating & Wright
Connecticut
$287K +$8.95K +61 +3%
GWSG
1023
GPS Wealth Strategies Group
Colorado
$287K +$7.19K +49 +3%
LF
1024
Lantz Financial
Illinois
$286K -$27.3K -186 -9%
DJSG
1025
D.J. St. Germain
Massachusetts
$285K +$2.93K +20 +1%
39 40
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42 43