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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1151
Mather Group
Illinois
$157K +$11.4K +78 +8%
M
1152
MOTCO
Texas
$148K – – –
RAM
1153
Ramirez Asset Management
New York
$148K – – –
SIS
1154
Sound Income Strategies
Florida
$146K +$1.03K +7 +0.7%
DAM
1155
Delta Asset Management
Tennessee
$146K -$734 -5 -0.5%
PCTC
1156
Perkins Coie Trust Company
Washington
$146K – – –
CPG
1157
Cornerstone Planning Group
New Jersey
$139K +$1.03K +7 +0.8%
UCB
1158
United Community Bank
South Carolina
$138K +$136K +930 New
CTC
1159
Central Trust Company
Missouri
$136K +$28.8K +196 +27%
GCS
1160
Gordian Capital (Singapore)
Singapore
$136K +$135K +920 New
SOAMC
1161
Spirit of America Management Corp
New York
$133K +$132K +900 New
NB
1162
NBT Bank
New York
$127K – – –
WWP
1163
WR Wealth Planners
Missouri
$123K +$3.52K +24 +3%
SAS
1164
Stelac Advisory Services
New York
$118K – – –
CH
1165
Canton Hathaway
Rhode Island
$118K – – –
QL
1166
Quarry LP
New York
$116K +$80.3K +547 +229%
CLOS
1167
Compagnie Lombard Odier SCmA
Switzerland
$113K – – –
ST
1168
Smithfield Trust
Pennsylvania
$111K – – –
PIM
1169
Plato Investment Management
Australia
$110K – – –
Bank Julius Baer & Co
1170
Bank Julius Baer & Co
Switzerland
$107K +$96.4K +657 New
TFGT
1171
TS Financial Group (TSFG)
Illinois
$107K – – –
GWP
1172
Gen-Wealth Partners
Michigan
$105K – – –
JFGIW
1173
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98.6K -$356K -2,425 -80%
API
1174
Asset Planning Inc
California
$98.6K +$97.7K +666 New
HWM
1175
Hemington Wealth Management
Virginia
$93K +$5.58K +38 +6%