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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1051
Stelac Advisory Services
New York
$134K +$3.88K +40 +3%
AIS
1052
Advocate Investing Services
Maryland
$128K – – –
TWM
1053
Tripletail Wealth Management
Florida
$125K – – –
C
1054
Certuity
Florida
$125K -$72.1K -743 -35%
PFBT
1055
Parkside Financial Bank & Trust
Missouri
$123K +$8.82K +91 +7%
UCB
1056
United Community Bank
South Carolina
$123K -$4.85K -50 -4%
IAIM
1057
International Assets Investment Management
Florida
$122K +$8.73K +90 +7%
TCOV
1058
Trust Company of Vermont
Vermont
$121K +$128K +1,316 New
MA
1059
MCF Advisors
Kentucky
$121K +$679 +7 +0.5%
HI
1060
Hoey Investments
Pennsylvania
$117K -$12.7K -131 -9%
TVWM
1061
Tower View Wealth Management
Wisconsin
$115K +$194 +2 +0.2%
VCM
1062
Versant Capital Management
Arizona
$114K +$62.3K +642 +108%
CT
1063
Coastline Trust
Rhode Island
$111K -$207K -2,131 -64%
HAP
1064
Harbor Asset Planning
Massachusetts
$110K – – –
SSG
1065
Summit Securities Group
New York
$104K +$98.8K +1,019 +902%
APW
1066
Allied Private Wealth
Florida
$104K +$108K +1,109 New
FP
1067
Financial Perspectives
Minnesota
$103K – – –
TFIPS
1068
Towarzystwo Funduszy Inwestycyjnych PZU SA
$100K +$19.4K +200 +22%
CPG
1069
Cornerstone Planning Group
New Jersey
$98.6K -$776 -8 -0.8%
M
1070
MOTCO
Texas
$95.5K +$1.55K +16 +2%
AAM
1071
Alphadyne Asset Management
New York
$95.3K +$101K +1,038 New
BWS
1072
Buck Wealth Strategies
Colorado
$93.3K +$98.6K +1,017 New
VWM
1073
Vermillion Wealth Management
Minnesota
$92.8K -$776 -8 -0.8%
3FI
1074
3 Factor Indexing
California
$91.8K – – –
CH
1075
Cromwell Holdings
Wyoming
$90.1K -$44.7K -461 -32%