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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
3FI
1076
3 Factor Indexing
California
$92.5K +$105K +1,000 New
DAM
1077
Delta Asset Management
Tennessee
$90.7K – – –
HIA
1078
Harbor Investment Advisory
Maryland
$88.1K -$149K -1,414 -60%
WB
1079
Webster Bank
Connecticut
$87.3K -$16.9K -160 -14%
TFIPS
1080
Towarzystwo Funduszy Inwestycyjnych PZU SA
$82.3K +$23.2K +220 +33%
LWM
1081
Lodestone Wealth Management
Washington
$81.7K +$24.6K +233 +36%
NB
1082
NBT Bank
New York
$80.1K +$77.9K +739 +582%
HI
1083
Harbour Investments
Wisconsin
$79.5K +$5.48K +52 +6%
TSMHT
1084
Thurston Springer Miller Herd & Titak
Indiana
$75.3K -$62.5K -593 -42%
CM
1085
Capula Management
Cayman Islands
$73.9K +$35.1K +333 +71%
JSAM
1086
J. Safra Asset Management
New York
$73.5K -$15.7K -149 -16%
TPWA
1087
Twin Peaks Wealth Advisors
California
$72.6K +$82.7K +785 New
AF
1088
Advisornet Financial
Minnesota
$70.3K -$138K -1,310 -63%
VNA
1089
Valley National Advisers
Pennsylvania
$67K -$24.4K -231 -24%
TFGT
1090
TS Financial Group (TSFG)
Illinois
$67K – – –
CA
1091
Crewe Advisors
Utah
$66.1K +$58.3K +553 +343%
CI
1092
CX Institutional
Indiana
$65K -$258K -2,443 -78%
PCTC
1093
Perkins Coie Trust Company
Washington
$62.6K – – –
AWM
1094
Activest Wealth Management
Florida
$62.3K +$55.3K +525 +355%
AGWCA
1095
Annis Gardner Whiting Capital Advisors
Florida
$58.4K +$23.5K +223 +55%
WSFG
1096
Wall Street Financial Group
Illinois
$58.4K +$66.5K +631 New
RWM
1097
Rialto Wealth Management
New York
$56.1K +$105 +1 +0.2%
VCM
1098
Versant Capital Management
Arizona
$55K -$128K -1,213 -67%
OC
1099
Oakworth Capital
Alabama
$54.7K – – –
DMBA
1100
Deseret Mutual Benefit Administrators
Utah
$52.8K +$29.8K +283 +98%
42 43
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