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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1026
Plante Moran Financial Advisors
Michigan
$145K +$131K +1,107 New
HI
1027
Harbour Investments
Wisconsin
$139K +$101K +854 +409%
EWP
1028
Elevation Wealth Partners
California
$134K – – –
M
1029
MOTCO
Texas
$131K – – –
NBT
1030
Northwest Bank & Trust
Iowa
$131K – – –
RAM
1031
Ramirez Asset Management
New York
$131K – – –
DAM
1032
Delta Asset Management
Tennessee
$129K – – –
MG
1033
Mather Group
Illinois
$129K +$85.4K +722 +273%
PCTC
1034
Perkins Coie Trust Company
Washington
$128K – – –
SIS
1035
Sound Income Strategies
Florida
$128K +$237 +2 +0.2%
CPG
1036
Cornerstone Planning Group
New Jersey
$119K +$947 +8 +0.9%
MPWT
1037
MassMutual Private Wealth & Trust
Connecticut
$119K +$54.3K +459 +102%
DWM
1038
Darwin Wealth Management
Florida
$114K +$103K +872 New
NB
1039
NBT Bank
New York
$112K – – –
JIP
1040
Jaffetilchin Investment Partners
Florida
$109K +$98.3K +831 New
WWP
1041
WR Wealth Planners
Missouri
$105K +$4.73K +40 +5%
SAS
1042
Stelac Advisory Services
New York
$105K -$68K -575 -42%
CH
1043
Canton Hathaway
Rhode Island
$104K – – –
WTA
1044
Washington Trust Advisors
Massachusetts
$100K +$10.8K +91 +13%
BCV
1045
Banque Cantonale Vaudoise
Switzerland
$100K +$90.7K +767 New
CLOS
1046
Compagnie Lombard Odier SCmA
Switzerland
$99.9K +$31.4K +265 +53%
GWP
1047
Gen-Wealth Partners
Michigan
$99.5K – – –
ST
1048
Smithfield Trust
Pennsylvania
$98K -$355 -3 -0.4%
PIM
1049
Plato Investment Management
Australia
$96.9K +$87.9K +743 New
TFGT
1050
TS Financial Group (TSFG)
Illinois
$95K – – –
40 41
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43 44