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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PAWC
201
P.A.W. Capital
Connecticut
$632K +$603K +30,000 New
TFS
202
TrustCore Financial Services
Tennessee
$604K +$576K +28,659 New
V
203
Veritable
Delaware
$599K -$125K -6,221 -18%
VFA
204
Voya Financial Advisors
Connecticut
$591K +$10.1K +504 +2%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$578K +$106K +5,296 +24%
HCM
206
Hodges Capital Management
Texas
$559K -$160K -7,973 -23%
EFS
207
Essex Financial Services
Connecticut
$541K -$36.8K -1,832 -7%
HBWM
208
Hollow Brook Wealth Management
New York
$530K -$44.1K -2,195 -8%
BAM
209
Belpointe Asset Management
Nevada
$523K +$1K +50 +0.2%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$515K -$949K -47,258 -66%
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$514K -$260K -12,962 -35%
EGA
212
E&G Advisors
Texas
$507K +$78.5K +3,910 +19%
LDB
213
Lee, Danner & Bass
Tennessee
$505K – – –
BIM
214
Beach Investment Management
Pennsylvania
$486K – – –
HNB
215
Huntington National Bank
Ohio
$484K -$502 -25 -0.1%
SM
216
Salzhauer Michael
$484K – – –
KeyBank National Association
217
KeyBank National Association
Ohio
$449K +$18.2K +905 +4%
BP
218
BBR Partners
New York
$421K – – –
CB
219
Chemical Bank
Michigan
$421K – – –
IH
220
IFC Holdings
Florida
$420K -$110K -5,500 -22%
IAA
221
Independent Advisor Alliance
North Carolina
$420K +$60.7K +3,021 +19%
William Blair & Company
222
William Blair & Company
Illinois
$417K +$70.5K +3,510 +22%
PFS
223
Prospera Financial Services
Texas
$412K -$5.36K -267 -1%
BBHC
224
Brown Brothers Harriman & Co
New York
$403K +$26.1K +1,300 +7%
SPC
225
Sigma Planning Corp
Michigan
$385K -$25K -1,245 -6%