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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1026
Spirit of America Management Corp
New York
$197K -$213K -2,200 -51%
YP
1027
YANKCOM Partnership
South Dakota
$194K +$4.66K +48 +2%
CSPIA
1028
Cary Street Partners Investment Advisory
Virginia
$192K -$11.7K -121 -5%
NAAA
1029
New Age Alpha Advisors
New York
$186K +$197K +2,027 New
QL
1030
Quarry LP
New York
$186K +$56.6K +584 +41%
WSCM
1031
Wellington Shields Capital Management
New York
$184K -$87.3K -900 -31%
GFL
1032
Granite FO LLC
New Hampshire
$184K – – –
DJSG
1033
D.J. St. Germain
Massachusetts
$183K – – –
MPWT
1034
MassMutual Private Wealth & Trust
Connecticut
$182K +$25.2K +260 +15%
MHR
1035
Matthew Hamilton Rosenberg
$180K +$17.7K +183 +10%
QC
1036
Quent Capital
New York
$178K -$2.71K -28 -1%
FHC
1037
First Horizon Corporation
Tennessee
$175K -$18.8K -194 -9%
OL
1038
OneFund LLC
Florida
$173K -$194 -2 -0.1%
TFM
1039
TFC Financial Management
Massachusetts
$169K +$291 +3 +0.2%
AIM
1040
Anchor Investment Management
South Carolina
$168K +$177K +1,826 New
BWL
1041
Bogart Wealth LLC
Virginia
$166K – – –
PTC
1042
Private Trust Company
Ohio
$165K -$2.81K -29 -2%
CF
1043
Centaurus Financial
California
$165K -$4.46K -46 -2%
GSWM
1044
Golden State Wealth Management
California
$160K -$2.42K -25 -1%
KFAS
1045
Keating Financial Advisory Services
Kansas
$157K +$139K +1,434 +521%
ISWM
1046
Intesa Sanpaolo Wealth Management
$154K -$3.98K -41 -2%
UAM
1047
Unison Asset Management
Florida
$153K – – –
TCIIS
1048
TIAA-CREF Individual & Institutional Services
New York
$153K -$21.1K -218 -12%
PAM
1049
Paradigm Asset Management
New York
$147K -$558K -5,754 -78%
MA
1050
Montag & Associates
Georgia
$138K – – –
40 41
42
43 44