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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
201
Essex Financial Services
Connecticut
$513K -$8.53K -384 -1%
HFS
202
HL Financial Services
Kentucky
$506K -$124K -5,600 -18%
LDB
203
Lee, Danner & Bass
Tennessee
$487K – – –
SPIA
204
Steward Partners Investment Advisory
New York
$483K +$529K +23,797 New
BIM
205
Beach Investment Management
Pennsylvania
$469K – – –
SM
206
Salzhauer Michael
$467K – – –
PFS
207
Prospera Financial Services
Texas
$449K +$57.2K +2,573 +13%
KeyBank National Association
208
KeyBank National Association
Ohio
$442K +$9.64K +434 +2%
SPC
209
Sigma Planning Corp
Michigan
$421K +$54.2K +2,441 +13%
BAM
210
Belpointe Asset Management
Nevada
$418K -$94.3K -4,245 -17%
CB
211
Chemical Bank
Michigan
$407K – – –
BP
212
BBR Partners
New York
$406K – – –
FPA
213
First Pacific Advisors
California
$398K -$304K -13,700 -41%
HBWM
214
Hollow Brook Wealth Management
New York
$396K -$125K -5,640 -22%
GIM
215
Guardian Investment Management
California
$370K – – –
GAM
216
Guinness Asset Management
United Kingdom
$369K – – –
LIA
217
LS Investment Advisors
Michigan
$366K – – –
AAM
218
AR Asset Management
California
$365K – – –
SIAP
219
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$363K +$271K +12,200 +214%
BBHC
220
Brown Brothers Harriman & Co
New York
$362K -$28.9K -1,300 -7%
FSA
221
Franklin Street Advisors
North Carolina
$353K – – –
MA
222
Mutual Advisors
Nebraska
$352K +$385K +17,345 New
SWM
223
Segment Wealth Management
Texas
$350K – – –
US Bancorp
224
US Bancorp
Minnesota
$341K -$13.8K -623 -4%
IAA
225
Independent Advisor Alliance
North Carolina
$340K -$44.3K -1,995 -10%