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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
276
Journey Strategic Wealth
New Jersey
$1.13M -$14.9K -238 -1%
Pathstone Holdings
277
Pathstone Holdings
New Jersey
$1.12M +$95.5K +1,528 +9%
HWAM
278
Hennion & Walsh Asset Management
New Jersey
$1.08M -$424K -6,790 -28%
TWC
279
TD Waterhouse Canada
Ontario, Canada
$1.08M -$34.9K -559 -3%
Creative Planning
280
Creative Planning
Kansas
$1.06M -$197K -3,149 -16%
Impax Asset Management Group
281
Impax Asset Management Group
United Kingdom
$1.05M +$1.04M +16,691 New
TPCW
282
TD Private Client Wealth
New York
$1.03M +$59.6K +954 +6%
4WM
283
44 Wealth Management
Oregon
$1.03M +$9.62K +154 +0.9%
SF
284
Synovus Financial
Georgia
$1.02M -$5.43K -87 -0.5%
TMAM
285
Tokio Marine Asset Management
Japan
$1.02M -$37.5K -600 -4%
SCM
286
Sterling Capital Management
North Carolina
$1.01M -$77.4K -1,239 -7%
SCA
287
SMH Capital Advisors
Texas
$1.01M -$2.94K -47 -0.2%
ORC
288
O'Rourke & Company
Massachusetts
$1.01M -$23.5K -376 -2%
SM
289
Stonegate Management
Illinois
$1M +$999K +16,000 New
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$987K -$116K -1,851 -11%
BWP
291
Baldwin Wealth Partners
Massachusetts
$986K
CA
292
Clearstead Advisors
Ohio
$983K -$95.1K -1,522 -9%
SC
293
SummitTX Capital
Texas
$982K +$978K +15,659 New
KAS
294
Kestra Advisory Services
Texas
$969K -$139K -2,225 -13%
AF
295
Avanza Fonder
Sweden
$966K
AWA
296
Arete Wealth Advisors
Illinois
$963K -$18.3K -293 -2%
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$957K +$953K +15,260 New
NP
298
Nilsine Partners
Colorado
$949K +$945K +15,134 New
FF
299
Friedenthal Financial
New Jersey
$931K +$927K +14,847 New
WWM
300
Waterway Wealth Management
Texas
$920K +$917K +14,676 New