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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1026
Prosperity Consulting Group
Maryland
$285K +$282K +1,925 New
CW
1027
CreativeOne Wealth
Kansas
$285K +$282K +1,924 New
MCM
1028
MidAtlantic Capital Management
Virginia
$281K – – –
OP
1029
ORG Partners
Indiana
$280K -$33.7K -230 -11%
CCA
1030
Conservest Capital Advisors
Pennsylvania
$280K -$45.9K -313 -14%
CAG
1031
Csenge Advisory Group
Florida
$279K +$56.6K +386 +26%
LIA
1032
Lynx Investment Advisory
District of Columbia
$279K +$293 +2 +0.1%
BMD
1033
Better Money Decisions
New Mexico
$277K -$28.2K -192 -9%
GLA
1034
Great Lakes Advisors
Illinois
$276K -$2.35K -16 -0.9%
WMA
1035
Wealth Management Associates
New Jersey
$276K -$7.34K -50 -3%
GSIAS
1036
Garden State Investment Advisory Services
New Jersey
$275K +$38.1K +260 +16%
CCA
1037
Catalyst Capital Advisors
New York
$274K – – –
FHB
1038
First Hawaiian Bank
Hawaii
$274K +$272K +1,853 New
BWL
1039
Bogart Wealth LLC
Virginia
$274K +$8.8K +60 +3%
HCM
1040
Hollencrest Capital Management
California
$274K +$2.93K +20 +1%
OFG
1041
Oxford Financial Group
Indiana
$272K -$2.18M -14,834 -89%
IA
1042
IFG Advisory
Georgia
$270K +$268K +1,827 New
PFA
1043
Pettinga Financial Advisors
Indiana
$269K – – –
VC
1044
Vicus Capital
Pennsylvania
$269K +$267K +1,818 New
CWA
1045
Canvas Wealth Advisors
Kansas
$269K -$3.96K -27 -1%
SCA
1046
Sandy Cove Advisors
Massachusetts
$268K +$13.4K +91 +5%
LCWP
1047
Legacy Capital Wealth Partners
Arkansas
$267K -$31.1K -212 -11%
SWA
1048
Serenus Wealth Advisors
California
$267K +$265K +1,806 New
KIA
1049
Knollwood Investment Advisory
Maryland
$266K – – –
MEAC
1050
M.E. Allison & Co
Texas
$265K +$263K +1,790 New
40 41
42
43 44