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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
1051
Trust Company of Vermont
Vermont
$121K +$128K +1,316 New
MA
1052
MCF Advisors
Kentucky
$121K +$679 +7 +0.5%
HI
1053
Hoey Investments
Pennsylvania
$117K -$12.7K -131 -9%
TVWM
1054
Tower View Wealth Management
Wisconsin
$115K +$194 +2 +0.2%
VCM
1055
Versant Capital Management
Arizona
$114K +$62.3K +642 +108%
CT
1056
Coastline Trust
Rhode Island
$111K -$207K -2,131 -64%
HAP
1057
Harbor Asset Planning
Massachusetts
$110K – – –
SSG
1058
Summit Securities Group
New York
$104K +$98.8K +1,019 +902%
APW
1059
Allied Private Wealth
Florida
$104K +$108K +1,109 New
FP
1060
Financial Perspectives
Minnesota
$103K – – –
TFIPS
1061
Towarzystwo Funduszy Inwestycyjnych PZU SA
$100K +$19.4K +200 +22%
CPG
1062
Cornerstone Planning Group
New Jersey
$98.6K -$776 -8 -0.8%
M
1063
MOTCO
Texas
$95.5K +$1.55K +16 +2%
AAM
1064
Alphadyne Asset Management
New York
$95.3K +$101K +1,038 New
BWS
1065
Buck Wealth Strategies
Colorado
$93.3K +$98.6K +1,017 New
VWM
1066
Vermillion Wealth Management
Minnesota
$92.8K -$776 -8 -0.8%
3FI
1067
3 Factor Indexing
California
$91.8K – – –
CH
1068
Cromwell Holdings
Wyoming
$90.1K -$44.7K -461 -32%
CAL
1069
Capital Advisors Ltd
Ohio
$90K +$83K +856 +696%
EP
1070
Essential Partners
California
$85.9K -$12.2K -126 -12%
CFO
1071
CVA Family Office
Colorado
$83K -$13.1K -135 -13%
LWM
1072
Lodestone Wealth Management
Washington
$81.1K – – –
JSAM
1073
J. Safra Asset Management
New York
$76.3K +$3.59K +37 +5%
TSMHT
1074
Thurston Springer Miller Herd & Titak
Indiana
$74.5K -$194 -2 -0.2%
HIA
1075
Harbor Investment Advisory
Maryland
$70.1K -$18.2K -188 -20%
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