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ícone de CG

Carlyle Group
CG

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Oakworth Capital
476
Oakworth Capital
Alabama
US$ 30 mil – – –
Institute for Wealth Management
477
Institute for Wealth Management
Colorado
US$ 27,8 mil +US$ 31 mil +660 Nova
M
478
MOTCO
Texas
US$ 27,3 mil +US$ 282 +6 +0,9%
ASCM
479
Adkins Seale Capital Management
Louisiana
US$ 25,3 mil +US$ 2,58 mil +55 +10%
Central Trust Company
480
Central Trust Company
Missouri
US$ 25,3 mil – – –
Golden State Wealth Management
481
Golden State Wealth Management
California
US$ 25,3 mil – – –
Deseret Mutual Benefit Administrators
482
Deseret Mutual Benefit Administrators
Utah
US$ 24,6 mil – – –
Private Trust Company
483
Private Trust Company
Ohio
US$ 24 mil -US$ 6,72 mil -143 -20%
Main Street Group
484
Main Street Group
Virginia
US$ 23,9 mil – – –
BOK Financial Private Wealth
485
BOK Financial Private Wealth
Colorado
US$ 23,2 mil -US$ 15,6 mil -332 -38%
Intesa Sanpaolo Wealth Management
486
Intesa Sanpaolo Wealth Management
US$ 21,1 mil – – –
Cornerstone Planning Group
487
Cornerstone Planning Group
New Jersey
US$ 18,9 mil -US$ 11,7 mil -250 -37%
Global X Japan
488
Global X Japan
Japan
US$ 18,8 mil +US$ 11,7 mil +249 +126%
Capital Advisors Ltd
489
Capital Advisors Ltd
Ohio
US$ 17 mil – – –
EFG International
490
EFG International
US$ 16,8 mil +US$ 5,54 mil +118 +42%
Retirement Wealth Solutions
491
Retirement Wealth Solutions
Wisconsin
US$ 15,5 mil -US$ 1,69 mil -36 -9%
TS Financial Group (TSFG)
492
TS Financial Group (TSFG)
Illinois
US$ 13 mil – – –
High Note Wealth
493
High Note Wealth
Minnesota
US$ 13 mil -US$ 5,12 mil -109 -26%
Fortitude Family Office
494
Fortitude Family Office
Arizona
US$ 12,7 mil +US$ 7,89 mil +168 +125%
AIM
495
Axiom Investment Management
New York
US$ 12,6 mil +US$ 14,1 mil +300 Nova
Proathlete Wealth Management
496
Proathlete Wealth Management
Florida
US$ 12,5 mil – – –
S&T Bank
497
S&T Bank
Pennsylvania
US$ 12,4 mil +US$ 9,39 mil +200 +213%
BPI
498
BFC Planning, Inc.
Iowa
US$ 12,2 mil -US$ 1,22 mil -26 -8%
Albion Financial Group
499
Albion Financial Group
Utah
US$ 11,5 mil -US$ 752 -16 -6%
Owl Creek Wealth Partners
500
Owl Creek Wealth Partners
Colorado
US$ 10,7 mil -US$ 5,17 mil -110 -30%
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