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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1201
Cloud Capital Management
Washington
$87K +$95.4K +672 New
API
1202
Asset Planning Inc
California
$87K +$142 +1 +0.1%
HI
1203
Harbour Investments
Wisconsin
$86.6K -$38.8K -273 -29%
EB
1204
Eastern Bank
Massachusetts
$86K – – –
RFP
1205
Root Financial Partners
California
$85.1K +$93K +655 New
CH
1206
Cromwell Holdings
Wyoming
$82.4K – – –
WA
1207
WPG Advisers
Maryland
$81.6K +$24K +169 +37%
AC
1208
AlphaCore Capital
California
$80K +$87.4K +616 New
SWP
1209
Strategic Wealth Partners
Ohio
$79.9K +$1.99K +14 +2%
AG
1210
AmeriFlex Group
Nevada
$79K +$41.7K +294 +94%
RWM
1211
Rialto Wealth Management
New York
$78.5K +$142 +1 +0.2%
ACA
1212
American Capital Advisory
Idaho
$76.2K – – –
CFO
1213
CVA Family Office
Colorado
$74.7K – – –
AIM
1214
Arcadia Investment Management
Michigan
$73.8K – – –
KPP
1215
Kings Path Partners
Texas
$72.3K – – –
CM
1216
Capula Management
Cayman Islands
$71.6K +$50.4K +355 +181%
FUBT
1217
First United Bank & Trust
Maryland
$71.3K +$4.54K +32 +6%
BGAI
1218
Bruce G. Allen Investments
Colorado
$70.2K -$6.96K -49 -8%
SIC
1219
SJS Investment Consulting
Ohio
$66.5K – – –
HFS
1220
Hopwood Financial Services
Virginia
$65K – – –
GBT
1221
Grove Bank & Trust
Florida
$64.8K – – –
NS
1222
NBC Securities
Alabama
$62.8K -$176K -1,240 -72%
CA
1223
CoreCap Advisors
Michigan
$62.6K +$2.98K +21 +5%
VWA
1224
VSM Wealth Advisory
Maryland
$62.4K +$142 +1 +0.2%
JWM
1225
JPL Wealth Management
Colorado
$61.9K +$67.7K +477 New
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