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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1451
Serenus Wealth Advisors
California
– -$230K -1,806 Closed
4WM
1452
44 Wealth Management
Oregon
– -$230K -1,804 Closed
KIA
1453
Knollwood Investment Advisory
Maryland
– -$229K -1,800 Closed
PVI
1454
Pine Valley Investments
New Jersey
– -$229K -1,797 Closed
RWB
1455
RMR Wealth Builders
New Jersey
– -$229K -1,795 Closed
MEAC
1456
M.E. Allison & Co
Texas
– -$228K -1,790 Closed
MWM
1457
Modera Wealth Management
New Jersey
– -$228K -1,789 Closed
GSIAS
1458
Garden State Investment Advisory Services
New Jersey
– -$227K -1,782 Closed
NP
1459
Nilsine Partners
Colorado
– -$226K -1,772 Closed
CAM
1460
Concorde Asset Management
Michigan
– -$225K -1,764 Closed
DWA
1461
Douglass Winthrop Advisors
New York
– -$225K -1,763 Closed
AFWM
1462
Arta Finance Wealth Management
California
– -$224K -1,760 Closed
TAM
1463
Tocqueville Asset Management
New York
– -$222K -1,739 Closed
SP
1464
Stablepoint Partners
Massachusetts
– -$222K -1,738 Closed
MWM
1465
Modern Wealth Management
Kansas
– -$220K -1,725 Closed
MBT
1466
Montecito Bank & Trust
California
– -$220K -1,723 Closed
HWA
1467
Heartwood Wealth Advisors
Virginia
– -$219K -1,716 Closed
AC
1468
Armistice Capital
New York
– -$218K -1,713 Closed
NRC
1469
New Republic Capital
North Carolina
– -$218K -1,713 Closed
AFW
1470
Avantra Family Wealth
Pennsylvania
– -$217K -1,699 Closed
AAM
1471
Aureus Asset Management
Massachusetts
– -$216K -1,692 Closed
OWP
1472
ORG Wealth Partners
Texas
– -$216K -1,691 Closed
SA
1473
Sovran Advisors
California
– -$222K -1,690 Closed
MSFS
1474
Main Street Financial Solutions
Pennsylvania
– -$215K -1,685 Closed
AAG
1475
Asset Advisory Group
New Jersey
– -$214K -1,677 Closed
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