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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1201
MV Capital Management
Maryland
$6.94K -$17.9K -170 -69%
PMFA
1202
Plante Moran Financial Advisors
Michigan
$6.9K – – –
PWMG
1203
Private Wealth Management Group
New Jersey
$6.29K +$2.11K +20 +42%
BL
1204
BFSG LLC
California
$6.29K +$7.17K +68 New
APW
1205
Aventura Private Wealth
Florida
$6.2K – – –
HPC
1206
HM Payson & Co
Maine
$6.11K -$5.59K -53 -45%
WIM
1207
Westside Investment Management
California
$5.75K – – –
BHWM
1208
Beaird Harris Wealth Management
Texas
$5.74K – – –
FC
1209
Financial Consulate
Maryland
$5.57K +$3.79K +36 +150%
PPC
1210
Park Place Capital
Alabama
$5.37K -$1.26K -12 -17%
RWM
1211
Raffa Wealth Management
District of Columbia
$5.27K -$211 -2 -3%
UFPG
1212
United Financial Planning Group
New York
$5.18K +$5.9K +56 New
PWA
1213
Portus Wealth Advisors
North Carolina
$5.09K -$260K -2,462 -98%
NL
1214
NVWM LLC
Pennsylvania
$5K +$1.05K +10 +23%
BWM
1215
Bernard Wealth Management
Michigan
$4.65K – – –
MSG
1216
Main Street Group
Virginia
$4.63K +$5.27K +50 New
FA
1217
Fountainhead AM
New Jersey
$4.53K -$2K -19 -28%
KFG
1218
Kingdom Financial Group
Arizona
$4.36K +$4.95K +47 New
LAS
1219
Lloyd Advisory Services
Georgia
$4.36K +$4.95K +47 New
PIM
1220
Plato Investment Management
Australia
$4.35K – – –
PCFFS
1221
Pacific Center for Financial Services
California
$4.35K – – –
BIA
1222
Bell Investment Advisors
California
$4.25K – – –
PWA
1223
Physician Wealth Advisors
Utah
$4.25K +$2.21K +21 +84%
PWM
1224
Proathlete Wealth Management
Florida
$4.17K – – –
SC
1225
SouthState Corp
Florida
$4.16K -$19.3K -183 -80%
47 48
49
50 51