We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
226
Wilbanks Smith & Thomas Asset Management
Virginia
$546K -$41K -1,246 -6%
WCM
227
Weik Capital Management
Pennsylvania
$532K
SEI Investments
228
SEI Investments
Pennsylvania
$527K -$450K -13,676 -40%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$519K
FC
230
FORA Capital
Florida
$516K +$221K +6,712 +51%
AWS
231
Atria Wealth Solutions
New York
$497K -$65.9K -2,000 -9%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$496K -$116K -3,519 -15%
GBA
233
Garrison Bradford & Associates
New York
$494K -$19.2K -584 -3%
CAM
234
CenterStar Asset Management
Illinois
$492K
ZF
235
Zhang Financial
Michigan
$482K +$62.1K +1,885 +11%
KPWS
236
Kestra Private Wealth Services
Texas
$480K -$11.9K -361 -2%
SG Americas Securities
237
SG Americas Securities
New York
$472K +$44.4K +1,349 +8%
DAC
238
Dividend Assets Capital
South Carolina
$470K
Public Sector Pension Investment Board (PSP Investments)
239
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$470K +$599K +18,200 New
GCM
240
Gibraltar Capital Management
Oklahoma
$464K +$592K +17,966 New
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$448K +$147K +4,470 +35%
CAM
242
Cresset Asset Management
Illinois
$446K -$988 -30 -0.2%
AF
243
Advisornet Financial
Minnesota
$445K +$11.4K +345 +2%
SW
244
SteelPeak Wealth
California
$438K +$8.56K +260 +2%
OFS
245
OneAscent Financial Services
Alabama
$432K +$13.7K +417 +3%
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$421K
TI
247
Tidal Investments
Wisconsin
$419K +$77.1K +2,343 +17%
CA
248
Carson Advisory
Georgia
$415K +$16.5K +500 +3%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$412K
KAS
250
Kestra Advisory Services
Texas
$408K +$520K +15,786 New