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KKR & Co
KKR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1476
ORG Wealth Partners
Texas
– -$216K -1,691 Closed
SA
1477
Sovran Advisors
California
– -$222K -1,690 Closed
MSFS
1478
Main Street Financial Solutions
Pennsylvania
– -$215K -1,685 Closed
AAG
1479
Asset Advisory Group
New Jersey
– -$214K -1,677 Closed
PL
1480
Perpetual Ltd
Australia
– -$214K -1,675 Closed
BSI
1481
Bennett Selby Investments
Maine
– -$212K -1,666 Closed
HP
1482
Holistic Planning
Texas
– -$212K -1,661 Closed
DE
1483
Diversified Enterprises
Delaware
– -$211K -1,656 Closed
SFS
1484
Sowell Financial Services
Arkansas
– -$211K -1,652 Closed
AOWM
1485
Alpha Omega Wealth Management
Virginia
– -$210K -1,651 Closed
PPWM
1486
Paragon Private Wealth Management
Kentucky
– -$210K -1,648 Closed
RFN
1487
Redwood Financial Network
Ohio
– -$209K -1,637 Closed
NHT
1488
New Hampshire Trust
New Hampshire
– -$207K -1,624 Closed
RCAG
1489
Rehmann Capital Advisory Group
Michigan
– -$207K -1,623 Closed
MCM
1490
Mengis Capital Management
Oregon
– -$204K -1,600 Closed
SG
1491
Strid Group
Pennsylvania
– -$204K -1,600 Closed
BBA
1492
BLB&B Advisors
Pennsylvania
– -$204K -1,599 Closed
BIG
1493
Brookwood Investment Group
Arizona
– -$203K -1,594 Closed
AL
1494
Aspiriant LLC
California
– -$203K -1,592 Closed
KA
1495
KLCM Advisors
Wisconsin
– -$201K -1,577 Closed
E
1496
Entelevest
Florida
– -$184K -1,447 Closed
GBA
1497
Garrison Bradford & Associates
New York
– -$161K -1,261 Closed
SAG
1498
SageView Advisory Group
California
– -$151K -1,181 Closed
RAM
1499
Ramirez Asset Management
New York
– -$127K -1,000 Closed
OCM
1500
Osterweis Capital Management
California
– -$111K -872 Closed
58 59
60
61 62