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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
NHT
1101
New Hampshire Trust
New Hampshire
$239K – – –
PFA
1102
Pettinga Financial Advisors
Indiana
$237K – – –
BWL
1103
Bogart Wealth LLC
Virginia
$235K +$994 +7 +0.4%
SWA
1104
Serenus Wealth Advisors
California
$235K – – –
BAM
1105
Blueshift Asset Management
New Jersey
$235K +$256K +1,806 New
PVI
1106
Pine Valley Investments
New Jersey
$234K +$1.84K +13 +0.7%
TF
1107
Tandem Financial
Colorado
$234K +$256K +1,801 New
KIA
1108
Knollwood Investment Advisory
Maryland
$234K – – –
RWB
1109
RMR Wealth Builders
New Jersey
$233K -$2.98K -21 -1%
MEAC
1110
M.E. Allison & Co
Texas
$233K – – –
PTP
1111
Platform Technology Partners
New York
$231K – – –
4WM
1112
44 Wealth Management
Oregon
$231K -$47.6K -335 -16%
William Blair Investment Management
1113
William Blair Investment Management
Illinois
$230K -$2.98K -21 -1%
SWM
1114
Scissortail Wealth Management
Oklahoma
$230K +$252K +1,772 New
LF
1115
Lantz Financial
Illinois
$229K +$19.7K +139 +9%
EFG
1116
Everhart Financial Group
Ohio
$229K +$251K +1,765 New
DWA
1117
Douglass Winthrop Advisors
New York
$227K – – –
RLIM
1118
Red Lighthouse Investment Management
New York
$226K +$142 +1 +0.1%
VCM
1119
Versant Capital Management
Arizona
$226K +$18.2K +128 +8%
GM
1120
GeoWealth Management
Illinois
$226K +$1.42K +10 +0.6%
AF
1121
Advisornet Financial
Minnesota
$225K +$69.1K +487 +39%
GSIAS
1122
Garden State Investment Advisory Services
New Jersey
$225K -$25.6K -180 -9%
BFG
1123
Birch Financial Group
New Hampshire
$224K +$3.98K +28 +2%
HWA
1124
Heartwood Wealth Advisors
Virginia
$224K – – –
AWE
1125
Avidian Wealth Enterprises
Texas
$224K +$19.6K +138 +9%