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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
1076
Navis Wealth Advisors
New York
$253K +$16.3K +115 +6%
SFS
1077
Sowell Financial Services
Arkansas
$253K +$56.5K +398 +26%
PTC
1078
Private Trust Company
Ohio
$253K +$90.7K +639 +49%
GWSG
1079
GPS Wealth Strategies Group
Colorado
$252K – – –
MMA
1080
Miracle Mile Advisors
California
$252K +$7.52K +53 +3%
CAM
1081
Concorde Asset Management
Michigan
$251K +$285K +2,010 New
HCM
1082
Hilton Capital Management
New York
$251K – – –
NP
1083
Nilsine Partners
Colorado
$251K +$43.2K +304 +19%
DJSG
1084
D.J. St. Germain
Massachusetts
$250K – – –
SMA
1085
Sage Mountain Advisors
Georgia
$249K +$272K +1,915 New
SCA
1086
Sandy Cove Advisors
Massachusetts
$248K +$19.2K +135 +8%
CCA
1087
Conservest Capital Advisors
Pennsylvania
$247K +$142 +1 +0.1%
BCM
1088
Bienville Capital Management
New York
$247K – – –
MCM
1089
MidAtlantic Capital Management
Virginia
$247K – – –
MAWA
1090
Moss Adams Wealth Advisors
Washington
$245K +$7.24K +51 +3%
CWA
1091
Canvas Wealth Advisors
Kansas
$244K -$15.8K -111 -5%
SW
1092
Simplicity Wealth
New Jersey
$243K -$272K -1,916 -51%
TAM
1093
Tocqueville Asset Management
New York
$243K +$38K +268 +17%
LIA
1094
Lynx Investment Advisory
District of Columbia
$241K +$426 +3 +0.2%
FWM
1095
FFT Wealth Management
Pennsylvania
$241K – – –
SP
1096
Stablepoint Partners
Massachusetts
$240K – – –
MPWT
1097
MassMutual Private Wealth & Trust
Connecticut
$240K +$34.8K +245 +15%
CSPIA
1098
Cary Street Partners Investment Advisory
Virginia
$240K +$8.38K +59 +3%
OL
1099
OneFund LLC
Florida
$239K +$9.65K +68 +4%
NHT
1100
New Hampshire Trust
New Hampshire
$239K – – –
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