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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1126
West Family Investments
California
$206K +$205K +1,396 New
B
1127
Bailard
California
$206K +$204K +1,391 New
CCG
1128
Catalina Capital Group
California
$206K +$204K +1,390 New
ACP
1129
Aveo Capital Partners
Colorado
$205K -$45.2K -308 -18%
EMFAT
1130
Emerald Mutual Fund Advisers Trust
Pennsylvania
$204K -$9.83K -67 -5%
SMG
1131
Smart Money Group
Texas
$202K +$201K +1,367 New
PP
1132
PDS Planning
Ohio
$202K +$200K +1,366 New
CG
1133
Clifford Group
Massachusetts
$200K +$199K +1,353 New
PTC
1134
Private Trust Company
Ohio
$200K -$184K -1,254 -48%
IWA
1135
Icon Wealth Advisors
Texas
$197K +$13.6K +93 +8%
C
1136
Covestor
United Kingdom
$196K -$6.75K -46 -3%
BIG
1137
Brooklyn Investment Group
New York
$196K +$23.8K +162 +14%
PFBT
1138
Parkside Financial Bank & Trust
Missouri
$191K +$10.3K +70 +6%
CH
1139
Cromwell Holdings
Wyoming
$190K – – –
TCOV
1140
Trust Company of Vermont
Vermont
$177K – – –
HI
1141
Harbour Investments
Wisconsin
$177K +$19.4K +132 +12%
MHR
1142
Matthew Hamilton Rosenberg
$173K -$45.9K -313 -21%
MA
1143
Modus Advisors
Minnesota
$172K +$170K +1,160 New
FP
1144
Financial Perspectives
Minnesota
$166K +$164K +1,120 New
EWP
1145
Elevation Wealth Partners
California
$165K +$13.6K +93 +9%
LI
1146
LRI Investments
Florida
$164K +$14.7K +100 +10%
MPWT
1147
MassMutual Private Wealth & Trust
Connecticut
$164K +$29.2K +199 +22%
PMFA
1148
Plante Moran Financial Advisors
Michigan
$164K – – –
NBT
1149
Northwest Bank & Trust
Iowa
$163K – – –
SC
1150
Steph & Co
Wisconsin
$160K -$11.3K -77 -7%
44 45
46
47 48