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icono de CG

Carlyle Group
CG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Oakworth Capital
476
Oakworth Capital
Alabama
USD 30 k – – –
Institute for Wealth Management
477
Institute for Wealth Management
Colorado
USD 27.8 k +USD 31 k +660 Nuevas
M
478
MOTCO
Texas
USD 27.3 k +USD 282 +6 +0.9%
ASCM
479
Adkins Seale Capital Management
Louisiana
USD 25.3 k +USD 2.58 k +55 +10%
Central Trust Company
480
Central Trust Company
Missouri
USD 25.3 k – – –
Golden State Wealth Management
481
Golden State Wealth Management
California
USD 25.3 k – – –
Deseret Mutual Benefit Administrators
482
Deseret Mutual Benefit Administrators
Utah
USD 24.6 k – – –
Private Trust Company
483
Private Trust Company
Ohio
USD 24 k -USD 6.72 k -143 -20%
Main Street Group
484
Main Street Group
Virginia
USD 23.9 k – – –
BOK Financial Private Wealth
485
BOK Financial Private Wealth
Colorado
USD 23.2 k -USD 15.6 k -332 -38%
Intesa Sanpaolo Wealth Management
486
Intesa Sanpaolo Wealth Management
USD 21.1 k – – –
Cornerstone Planning Group
487
Cornerstone Planning Group
New Jersey
USD 18.9 k -USD 11.7 k -250 -37%
Global X Japan
488
Global X Japan
Japan
USD 18.8 k +USD 11.7 k +249 +126%
Capital Advisors Ltd
489
Capital Advisors Ltd
Ohio
USD 17 k – – –
EFG International
490
EFG International
USD 16.8 k +USD 5.54 k +118 +42%
Retirement Wealth Solutions
491
Retirement Wealth Solutions
Wisconsin
USD 15.5 k -USD 1.69 k -36 -9%
TS Financial Group (TSFG)
492
TS Financial Group (TSFG)
Illinois
USD 13 k – – –
High Note Wealth
493
High Note Wealth
Minnesota
USD 13 k -USD 5.12 k -109 -26%
Fortitude Family Office
494
Fortitude Family Office
Arizona
USD 12.7 k +USD 7.89 k +168 +125%
AIM
495
Axiom Investment Management
New York
USD 12.6 k +USD 14.1 k +300 Nuevas
Proathlete Wealth Management
496
Proathlete Wealth Management
Florida
USD 12.5 k – – –
S&T Bank
497
S&T Bank
Pennsylvania
USD 12.4 k +USD 9.39 k +200 +213%
BPI
498
BFC Planning, Inc.
Iowa
USD 12.2 k -USD 1.22 k -26 -8%
Albion Financial Group
499
Albion Financial Group
Utah
USD 11.5 k -USD 752 -16 -6%
Owl Creek Wealth Partners
500
Owl Creek Wealth Partners
Colorado
USD 10.7 k -USD 5.17 k -110 -30%
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