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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
1426
Concord Asset Management (Virginia)
Virginia
– -$379K -2,851 Closed
VSQM
1427
V-Square Quantitative Management
Illinois
– -$326K -2,452 Closed
CWM
1428
Connecticut Wealth Management
Connecticut
– -$306K -2,301 Closed
SQA
1429
Simon Quick Advisors
New Jersey
– -$299K -2,249 Closed
MPM
1430
MBB Public Markets
Illinois
– -$293K -2,201 Closed
BMC
1431
Beaton Management Company
Massachusetts
– -$279K -2,100 Closed
ICM
1432
Ionic Capital Management
New York
– -$266K -2,000 Closed
CCP
1433
Carmel Capital Partners
California
– -$264K -1,983 Closed
P
1434
Pitcairn
Pennsylvania
– -$253K -1,902 Closed
IC
1435
Iconiq Capital
California
– -$250K -1,877 Closed
FCM
1436
FJ Capital Management
Virginia
– -$234K -1,761 Closed
PFA
1437
Professional Financial Advisors
Nebraska
– -$223K -1,680 Closed
MLL
1438
Moody Lynn & Lieberson
Massachusetts
– -$214K -1,611 Closed
WJWM
1439
Williams Jones Wealth Management
New York
– -$213K -1,600 Closed
TBWA
1440
Three Bridge Wealth Advisors
California
– -$210K -1,577 Closed
GBA
1441
Garrison Bradford & Associates
New York
– -$208K -1,561 Closed
LWM
1442
Lodestone Wealth Management
Washington
– -$207K -1,554 Closed
FLPIM
1443
F.L. Putnam Investment Management
Massachusetts
– -$205K -1,542 Closed
CT
1444
Chicago Trust
Illinois
– -$204K -1,537 Closed
CIAS
1445
Capital Investment Advisory Services
North Carolina
– -$202K -1,517 Closed
WCM
1446
Wallace Capital Management
Texas
– -$201K -1,513 Closed
SA
1447
Sovran Advisors
California
– -$207K -1,503 Closed
TSMHT
1448
Thurston Springer Miller Herd & Titak
Indiana
– -$185K -1,393 Closed
OWA
1449
Opal Wealth Advisors
New York
– -$97.4K -732 Closed
TPWA
1450
Twin Peaks Wealth Advisors
California
– -$106K -723 Closed