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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1251
Valued Wealth Advisors
Utah
$1.77K -$632 -6 -24%
QWM
1252
Quaker Wealth Management
New Jersey
$1.76K +$316 +3 +19%
TCM
1253
Triumph Capital Management
Colorado
$1.76K +$1.58K +15 +375%
SNB
1254
Security National Bank
Nebraska
$1.67K +$1.9K +18 New
TCM
1255
TD Capital Management
Tennessee
$1.59K – – –
TM
1256
Torren Management
California
$1.59K -$8.22K -78 -82%
CPL
1257
Capital & Planning LLC
Georgia
$1.48K +$1.69K +16 New
AW
1258
Ankerstar Wealth
Texas
$1.39K – – –
HFS
1259
Hughes Financial Services
Virginia
$1.39K +$1.58K +15 New
SIM
1260
Synergy Investment Management
Florida
$1.39K +$1.58K +15 New
TWM
1261
TopTier Wealth Management
Wisconsin
$1.39K +$1.58K +15 New
Q1WB
1262
Quest 10 Wealth Builders
Virginia
$1.36K +$632 +6 +67%
RCM
1263
Raleigh Capital Management
North Carolina
$1.11K +$1.26K +12 New
SGK
1264
Steigerwald Gordon & Koch
Virginia
$1.11K -$11.6K -110 -90%
EWP
1265
Elevation Wealth Partners
California
$1.02K -$309K -2,932 -100%
KCM
1266
Key Capital Management
Tennessee
$1.02K +$843 +8 +267%
AW
1267
Avion Wealth
Texas
$1K – – –
PJC
1268
Phillip James Consulting
Minnesota
$1K +$2K +19 New
DFA
1269
DHJJ Financial Advisors
Illinois
$925 – – –
WETS
1270
Wealth Enhancement Trust Services
South Dakota
$925 – – –
DCM
1271
Davis Capital Management
Florida
$925 +$105 +1 +11%
DF
1272
DecisionPoint Financial
Arizona
$740 – – –
TC
1273
Trust Company
Kansas
$556 – – –
PWMG
1274
Prestige Wealth Management Group
New Jersey
$555 – – –
AA
1275
Addison Advisors
Vermont
$555 +$632 +6 New
49 50
51
52 53