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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
1301
Caitong International Asset Management
Hong Kong
$3.19K +$1.05K +9 +60%
PWA
1302
Principia Wealth Advisory
Texas
$3.06K – – –
KG
1303
Kilter Group
New York
$3.06K +$2.69K +23 New
BLC
1304
Brown, Lisle/Cummings
Rhode Island
$2.79K – – –
SC
1305
Stephens Consulting
Michigan
$2.79K +$2.46K +21 New
MAS
1306
MPWM Advisory Solutions
Georgia
$2.66K -$1.05K -9 -31%
VWA
1307
Valued Wealth Advisors
Utah
$2.54K -$6.44K -55 -74%
TCM
1308
TD Capital Management
Tennessee
$2.27K – – –
APW
1309
Aventura Private Wealth
Florida
$2.26K -$56.5K -483 -97%
RWM
1310
Raffa Wealth Management
District of Columbia
$2.26K – – –
CIA
1311
Cape Investment Advisory
Georgia
$2.13K +$819 +7 +78%
WTFG
1312
Wood Tarver Financial Group
Idaho
$2K – – –
GC
1313
Garde Capital
Washington
$2K – – –
QWM
1314
Quaker Wealth Management
New Jersey
$2K +$1.76K +15 New
WA
1315
WestEnd Advisors
North Carolina
$2K -$468 -4 -21%
BHWM
1316
Bay Harbor Wealth Management
Maryland
$1.86K +$468 +4 +40%
Q
1317
QVR
California
$1.73K +$1.52K +13 New
CAC
1318
Core Alternative Capital
Georgia
$1.6K – – –
TCA
1319
Trifecta Capital Advisors
Illinois
$1.46K +$1.29K +11 New
FCAS
1320
First Command Advisory Services
Texas
$1.46K – – –
DFA
1321
DHJJ Financial Advisors
Illinois
$1.33K – – –
RFS
1322
Richardson Financial Services
Massachusetts
$1.33K +$1.17K +10 New
PWA
1323
Physician Wealth Advisors
Utah
$1.2K +$351 +3 +50%
AP
1324
Aspect Partners
Virginia
$1.2K – – –
Q1WB
1325
Quest 10 Wealth Builders
Virginia
$1.16K – – –
51 52
53
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