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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1001
Keystone Financial Group (Kentucky)
Kentucky
$250K +$413 +3 +0.1%
4WM
1002
44 Wealth Management
Oregon
$250K +$5.37K +39 +2%
FC
1003
FORA Capital
Florida
$248K +$296K +2,148 New
ACP
1004
Aviance Capital Partners
Florida
$247K – – –
TCM
1005
Teza Capital Management
Illinois
$246K -$268K -1,948 -48%
BCM
1006
Berbice Capital Management
New York
$246K +$58.5K +425 +25%
FNT
1007
First National Trust
Pennsylvania
$245K -$29.6K -215 -9%
ACM
1008
Aljian Capital Management
Nevada
$243K +$138 +1 +0%
BMC
1009
Beaton Management Company
Massachusetts
$243K – – –
ATPW
1010
Ashton Thomas Private Wealth
Arizona
$243K -$16.4K -119 -5%
FHA
1011
Flagship Harbor Advisors
Massachusetts
$241K -$49.7K -361 -15%
APP
1012
Avantax Planning Partners
Iowa
$240K +$7.43K +54 +3%
PA
1013
PFG Advisors
Arizona
$239K +$12.4K +90 +5%
AFP
1014
Ausdal Financial Partners
Iowa
$238K +$284K +2,063 New
FFA
1015
Florida Financial Advisors
Florida
$237K +$282K +2,053 New
HIP
1016
HUB Investment Partners
Texas
$235K +$280K +2,035 New
VFO
1017
Virtus Family Office
Texas
$235K -$5.78K -42 -2%
DBIA
1018
Dumont & Blake Investment Advisors
New Jersey
$235K – – –
SCM
1019
SCS Capital Management
Massachusetts
$234K +$279K +2,025 New
ASC
1020
Atalanta Sosnoff Capital
New York
$232K -$78.4M -569,796 -100%
VIM
1021
VELA Investment Management
Ohio
$232K – – –
MBT
1022
Montecito Bank & Trust
California
$232K +$8.53K +62 +3%
P
1023
Pitcairn
Pennsylvania
$232K +$4.26K +31 +2%
FCIM
1024
Fairview Capital Investment Management
California
$231K -$3.44K -25 -1%
WMA
1025
Wealth Management Associates
New Jersey
$231K +$19K +138 +7%
39 40
41
42 43