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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1201
Geneos Wealth Management
Colorado
$21.2K -$4.68K -34 -16%
HDIM
1202
Hanson & Doremus Investment Management
Vermont
$21K – – –
PGAM
1203
Princeton Global Asset Management
New Jersey
$19.2K -$58.6K -426 -72%
FMP
1204
Financial Management Professionals
Texas
$17K +$10.3K +75 +104%
AWM
1205
Abound Wealth Management
Tennessee
$16.5K -$2.34K -17 -11%
NC
1206
NewSquare Capital
Pennsylvania
$16.3K +$14K +102 +262%
AWM
1207
Accredited Wealth Management
Kentucky
$16.2K +$19.3K +140 New
CWA
1208
Carolina Wealth Advisors
South Carolina
$15.5K – – –
AWM
1209
Atticus Wealth Management
Florida
$15.4K – – –
MA
1210
MCF Advisors
Kentucky
$15.1K – – –
AEPWM
1211
Atlantic Edge Private Wealth Management
Florida
$15K +$17.9K +130 New
CAL
1212
Capital Advisors Ltd
Ohio
$15K -$3.3K -24 -15%
BGC
1213
Beutel, Goodman & Co
Ontario, Canada
$14K +$17.2K +125 New
IA
1214
IFS Advisors
Kansas
$13.8K – – –
JWA
1215
JFS Wealth Advisors
Pennsylvania
$13.4K +$275 +2 +2%
CFD
1216
Creative Financial Designs
Indiana
$13.4K +$963 +7 +6%
IAG
1217
Innovative Advisory Group
Massachusetts
$11.6K – – –
HWP
1218
Highline Wealth Partners
California
$11.4K +$550 +4 +4%
CJH
1219
Christopher J. Hasenberg
Wisconsin
$11K – – –
WA
1220
Whipplewood Advisors
Colorado
$10.3K -$8.67K -63 -71%
MMCM
1221
Murphy & Mullick Capital Management
New York
$10.3K – – –
CT
1222
Colonial Trust
South Carolina
$9.4K -$4.95K -36 -31%
WWM
1223
Wolff Wiese Magana
California
$8.9K – – –
VWA
1224
Valued Wealth Advisors
Utah
$8.56K -$1.79K -13 -15%
HNW
1225
High Note Wealth
Minnesota
$8.44K – – –