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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1376
Watershed Private Wealth
Illinois
– -$533K -4,179 Closed
RFA
1377
Resurgent Financial Advisors
Georgia
– -$498K -3,908 Closed
WMA
1378
Wealth Management Associates
New Jersey
– -$489K -3,834 Closed
TCWM
1379
Total Clarity Wealth Management
Illinois
– -$486K -3,811 Closed
HHGC
1380
Hunting Hill Global Capital
New York
– -$476K -3,736 Closed
CG
1381
Cynosure Group
Utah
– -$474K -3,716 Closed
SCM
1382
Shelton Capital Management
Colorado
– -$468K -3,668 Closed
M1FG
1383
Mach-1 Financial Group
Arkansas
– -$440K -3,450 Closed
DTL
1384
Dynamic Technology Lab
Singapore
– -$439K -3,447 Closed
CF
1385
Conquis Financial
California
– -$425K -3,332 Closed
DIA
1386
Dana Investment Advisors
Wisconsin
– -$414K -3,248 Closed
DL
1387
Dockside LLC
New York
– -$317K -3,007 Closed
AFA
1388
AA Financial Advisors
Ohio
– -$383K -3,005 Closed
BDL
1389
Banque de Luxembourg
Luxembourg
– -$383K -3,003 Closed
CCA
1390
Childress Capital Advisors
Texas
– -$377K -2,958 Closed
VCM
1391
Virtue Capital Management
Tennessee
– -$378K -2,931 Closed
AC
1392
Avestar Capital
New York
– -$370K -2,904 Closed
TPA
1393
Trivium Point Advisory
Connecticut
– -$363K -2,847 Closed
AWM
1394
Aprio Wealth Management
Georgia
– -$353K -2,767 Closed
FFO
1395
Fiduciary Family Office
Florida
– -$350K -2,748 Closed
PAS
1396
Parsonex Advisory Services
Colorado
– -$347K -2,722 Closed
BPWM
1397
BCS Private Wealth Management
New Jersey
– -$345K -2,705 Closed
MC
1398
Middleton & Co
Massachusetts
– -$334K -2,622 Closed
PPG
1399
Peak Planning Group
Colorado
– -$333K -2,610 Closed
TCWA
1400
Turtle Creek Wealth Advisors
Texas
– -$333K -2,609 Closed
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