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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
1026
Wellington Shields Capital Management
New York
$184K -$87.3K -900 -31%
GFL
1027
Granite FO LLC
New Hampshire
$184K – – –
DJSG
1028
D.J. St. Germain
Massachusetts
$183K – – –
MPWT
1029
MassMutual Private Wealth & Trust
Connecticut
$182K +$25.2K +260 +15%
MHR
1030
Matthew Hamilton Rosenberg
$180K +$17.7K +183 +10%
QC
1031
Quent Capital
New York
$178K -$2.71K -28 -1%
FHC
1032
First Horizon Corporation
Tennessee
$175K -$18.8K -194 -9%
OL
1033
OneFund LLC
Florida
$173K -$194 -2 -0.1%
TFM
1034
TFC Financial Management
Massachusetts
$169K +$291 +3 +0.2%
BWL
1035
Bogart Wealth LLC
Virginia
$166K – – –
PTC
1036
Private Trust Company
Ohio
$165K -$2.81K -29 -2%
CF
1037
Centaurus Financial
California
$165K -$4.46K -46 -2%
GSWM
1038
Golden State Wealth Management
California
$160K -$2.42K -25 -1%
KFAS
1039
Keating Financial Advisory Services
Kansas
$157K +$139K +1,434 +521%
ISWM
1040
Intesa Sanpaolo Wealth Management
$154K -$3.98K -41 -2%
UAM
1041
Unison Asset Management
Florida
$153K – – –
TCIIS
1042
TIAA-CREF Individual & Institutional Services
New York
$153K -$21.1K -218 -12%
PAM
1043
Paradigm Asset Management
New York
$147K -$558K -5,754 -78%
MA
1044
Montag & Associates
Georgia
$138K – – –
SAS
1045
Stelac Advisory Services
New York
$134K +$3.88K +40 +3%
AIS
1046
Advocate Investing Services
Maryland
$128K – – –
TWM
1047
Tripletail Wealth Management
Florida
$125K – – –
C
1048
Certuity
Florida
$125K -$72.1K -743 -35%
UCB
1049
United Community Bank
South Carolina
$123K -$4.85K -50 -4%
IAIM
1050
International Assets Investment Management
Florida
$122K +$8.73K +90 +7%
40 41
42
43 44