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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1451
Semus Wealth Partners
Florida
– -$234K -1,836 Closed
CFP
1452
Catalyst Financial Partners
Massachusetts
– -$234K -1,833 Closed
PFA
1453
Pettinga Financial Advisors
Indiana
– -$232K -1,821 Closed
TC
1454
Tannin Capital
North Carolina
– -$231K -1,813 Closed
SWA
1455
Serenus Wealth Advisors
California
– -$230K -1,806 Closed
4WM
1456
44 Wealth Management
Oregon
– -$230K -1,804 Closed
KIA
1457
Knollwood Investment Advisory
Maryland
– -$229K -1,800 Closed
PVI
1458
Pine Valley Investments
New Jersey
– -$229K -1,797 Closed
RWB
1459
RMR Wealth Builders
New Jersey
– -$229K -1,795 Closed
MEAC
1460
M.E. Allison & Co
Texas
– -$228K -1,790 Closed
MWM
1461
Modera Wealth Management
New Jersey
– -$228K -1,789 Closed
GSIAS
1462
Garden State Investment Advisory Services
New Jersey
– -$227K -1,782 Closed
NP
1463
Nilsine Partners
Colorado
– -$226K -1,772 Closed
CAM
1464
Concorde Asset Management
Michigan
– -$225K -1,764 Closed
DWA
1465
Douglass Winthrop Advisors
New York
– -$225K -1,763 Closed
AFWM
1466
Arta Finance Wealth Management
California
– -$224K -1,760 Closed
TAM
1467
Tocqueville Asset Management
New York
– -$222K -1,739 Closed
SP
1468
Stablepoint Partners
Massachusetts
– -$222K -1,738 Closed
MWM
1469
Modern Wealth Management
Kansas
– -$220K -1,725 Closed
MBT
1470
Montecito Bank & Trust
California
– -$220K -1,723 Closed
HWA
1471
Heartwood Wealth Advisors
Virginia
– -$219K -1,716 Closed
AC
1472
Armistice Capital
New York
– -$218K -1,713 Closed
NRC
1473
New Republic Capital
North Carolina
– -$218K -1,713 Closed
AFW
1474
Avantra Family Wealth
Pennsylvania
– -$217K -1,699 Closed
AAM
1475
Aureus Asset Management
Massachusetts
– -$216K -1,692 Closed
57 58
59
60 61