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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Dynasty Wealth Management
Florida
$293K +$320K +2,256 New
LWL
1027
Leo Wealth LLC
Texas
$293K -$12.3K -87 -4%
SFP
1028
Shepherd Financial Partners
Massachusetts
$290K – – –
TFM
1029
TFC Financial Management
Massachusetts
$288K -$22K -155 -7%
CA
1030
Continuum Advisory
Idaho
$287K +$313K +2,208 New
WANY
1031
Wealthspire Advisors (New York)
New York
$286K -$22.6K -159 -7%
FFA
1032
Founders Financial Alliance
North Carolina
$285K -$5.82K -41 -2%
KFGK
1033
Keystone Financial Group (Kentucky)
Kentucky
$284K +$3.41K +24 +1%
AFP
1034
Ausdal Financial Partners
Iowa
$284K +$20K +141 +7%
CGIM
1035
Capital Group Investment Management
Singapore
$284K -$409K -2,882 -57%
KWM
1036
Kingsview Wealth Management
Oregon
$281K +$33.5K +236 +12%
SCP
1037
Sender Company & Partners
New York
$280K +$306K +2,158 New
RBWA
1038
RFG - Bristol Wealth Advisors
Massachusetts
$280K -$55.2K -389 -15%
JCM
1039
Jacobi Capital Management
Pennsylvania
$277K +$303K +2,132 New
IC
1040
Inscription Capital
Texas
$276K +$302K +2,126 New
CAG
1041
Csenge Advisory Group
Florida
$276K +$11.5K +81 +4%
PA
1042
PFG Advisors
Arizona
$276K +$4.83K +34 +2%
PFM
1043
Patton Fund Management
Texas
$274K – – –
BDL
1044
Banque de Luxembourg
Luxembourg
$274K -$47.6K -335 -14%
CWM
1045
Calamos Wealth Management
Illinois
$274K +$12.9K +91 +5%
ACM
1046
Aljian Capital Management
Nevada
$274K +$142 +1 +0%
IWM
1047
Integris Wealth Management
California
$273K +$16K +113 +6%
UCB
1048
United Community Bank
South Carolina
$268K +$160K +1,129 +121%
AGC
1049
Aspen Grove Capital
Colorado
$268K -$73.2K -516 -20%
PWA
1050
Portus Wealth Advisors
North Carolina
$268K +$293K +2,061 New
40 41
42
43 44