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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1226
Salem Investment Counselors
North Carolina
$5.9K – – –
PWMG
1227
Private Wealth Management Group
New Jersey
$5.55K – – –
PCFFS
1228
Pacific Center for Financial Services
California
$5.43K – – –
WCM
1229
WealthTrak Capital Management
Virginia
$5.43K +$2.48K +18 +62%
BIA
1230
Bell Investment Advisors
California
$5.32K – – –
BAM
1231
Bellevue Asset Management
Washington
$5.2K -$550 -4 -8%
PIM
1232
Plato Investment Management
Australia
$5.03K -$96.3K -700 -94%
MSWA
1233
Marshall & Sterling Wealth Advisors
New York
$4.97K +$5.92K +43 New
FPF
1234
First Pacific Financial
Washington
$4.74K +$5.64K +41 New
HWM
1235
HighMark Wealth Management
Minnesota
$4.39K +$4.13K +30 +375%
CA
1236
Continuum Advisory
Idaho
$4.28K -$688 -5 -12%
PP
1237
PFS Partners
New Jersey
$4.05K – – –
SO
1238
Sierra Ocean
California
$4.05K +$3.3K +24 +218%
BFP
1239
Briaud Financial Planning
Texas
$4K – – –
FWM
1240
FSA Wealth Management
Massachusetts
$3.93K – – –
DPW
1241
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$138 +1 +3%
AWM
1242
Activest Wealth Management
Florida
$3.47K +$3.85K +28 +1,400%
FIM
1243
FWL Investment Management
Texas
$3.35K – – –
MAS
1244
MPWM Advisory Solutions
Georgia
$3.35K – – –
BWM
1245
Bernard Wealth Management
Michigan
$2.89K – – –
GWSA
1246
Global Wealth Strategies & Associates
Colorado
$2.89K – – –
TF
1247
Tompkins Financial
New York
$2.89K +$3.44K +25 New
PWA
1248
Principia Wealth Advisory
Texas
$2.54K +$688 +5 +28%
BLC
1249
Brown, Lisle/Cummings
Rhode Island
$2.43K +$2.89K +21 New
WA
1250
WestEnd Advisors
North Carolina
$2.2K +$688 +5 +36%
48 49
50
51 52