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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1101
Pettinga Financial Advisors
Indiana
$237K
BWL
1102
Bogart Wealth LLC
Virginia
$235K +$994 +7 +0.4%
SWA
1103
Serenus Wealth Advisors
California
$235K
BAM
1104
Blueshift Asset Management
New Jersey
$235K +$256K +1,806 New
PVI
1105
Pine Valley Investments
New Jersey
$234K +$1.84K +13 +0.7%
TF
1106
Tandem Financial
Colorado
$234K +$256K +1,801 New
KIA
1107
Knollwood Investment Advisory
Maryland
$234K
RWB
1108
RMR Wealth Builders
New Jersey
$233K -$2.98K -21 -1%
MEAC
1109
M.E. Allison & Co
Texas
$233K
PTP
1110
Platform Technology Partners
New York
$231K
4WM
1111
44 Wealth Management
Oregon
$231K -$47.6K -335 -16%
William Blair Investment Management
1112
William Blair Investment Management
Illinois
$230K -$2.98K -21 -1%
SWM
1113
Scissortail Wealth Management
Oklahoma
$230K +$252K +1,772 New
LF
1114
Lantz Financial
Illinois
$229K +$19.7K +139 +9%
EFG
1115
Everhart Financial Group
Ohio
$229K +$251K +1,765 New
DWA
1116
Douglass Winthrop Advisors
New York
$227K
RLIM
1117
Red Lighthouse Investment Management
New York
$226K +$142 +1 +0.1%
VCM
1118
Versant Capital Management
Arizona
$226K +$18.2K +128 +8%
GM
1119
GeoWealth Management
Illinois
$226K +$1.42K +10 +0.6%
AF
1120
Advisornet Financial
Minnesota
$225K +$69.1K +487 +39%
GSIAS
1121
Garden State Investment Advisory Services
New Jersey
$225K -$25.6K -180 -9%
BFG
1122
Birch Financial Group
New Hampshire
$224K +$3.98K +28 +2%
HWA
1123
Heartwood Wealth Advisors
Virginia
$224K
AWE
1124
Avidian Wealth Enterprises
Texas
$224K +$19.6K +138 +9%
SWP
1125
Semus Wealth Partners
Florida
$223K +$23.1K +163 +10%