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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
226
American International Group
New York
$47K +$43.1K +1,678 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$46K
SAM
228
Shell Asset Management
Netherlands
$40K +$36.4K +1,418 New
TRCT
229
Tower Research Capital (TRC)
New York
$28K -$159K -6,203 -86%
DOA
230
D'Orazio & Associates
Virginia
$28K +$257 +10 +1%
WT
231
Washington Trust
Rhode Island
$27K
SIAS
232
Shine Investment Advisory Services
Colorado
$27K +$24.5K +953 New
GWM
233
Geneos Wealth Management
Colorado
$21K -$51.2K -1,994 -71%
FHA
234
Flagship Harbor Advisors
Massachusetts
$16K +$103 +4 +0.7%
TSW
235
Thompson Siegel & Walmsley
Virginia
$11K
BFEC
236
Benjamin F. Edwards & Company
Missouri
$9K
EWM
237
Edge Wealth Management
New York
$8K
MRCM
238
M&R Capital Management
New Jersey
$8K
TFGT
239
TS Financial Group (TSFG)
Illinois
$8K
EDRH
240
Edmond de Rothschild Holding
Switzerland
$7K
APA
241
American Portfolios Advisors
New York
$6.42K
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$26 +1 +0.4%
GRP
243
Global Retirement Partners
California
$5K +$51 +2 +1%
BWM
244
BerganKDV Wealth Management
Minnesota
$4K
VFA
245
Valeo Financial Advisors
Indiana
$3K +$1.59K +62 +182%
CWC
246
Carolinas Wealth Consulting
North Carolina
$3K +$2.75K +107 New
PA
247
Parallel Advisors
California
$2K +$103 +4 +5%
LFG
248
Larson Financial Group
Missouri
$1K
Millennium Management
249
Millennium Management
New York
-$42.1M -1,946,827 Closed
N
250
Natixis
France
-$22.3M -1,028,600 Closed