We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SS
301
Simplicity Solutions
Minnesota
$287K -$89.4K -3,131 -25%
PWP
302
Principle Wealth Partners
Connecticut
$284K -$59.9K -2,100 -18%
KA
303
Kovack Advisors
Florida
$284K -$6.08K -213 -2%
CICI
304
Capital Investment Counsel Inc
North Carolina
$279K +$267K +9,350 New
Acadian Asset Management
305
Acadian Asset Management
Massachusetts
$278K +$75.7K +2,651 +40%
RPCONE
306
Retirement Planning Company of New England
Rhode Island
$273K -$2.23K -78 -0.8%
VWA
307
Visionary Wealth Advisors
Illinois
$264K +$5.71K +200 +2%
Creative Planning
308
Creative Planning
Kansas
$263K -$35.1K -1,229 -12%
EGA
309
E&G Advisors
Texas
$263K
PAG
310
Private Advisor Group
New Jersey
$261K +$183K +6,408 +76%
MC
311
Moors & Cabot
Massachusetts
$259K -$6.42K -225 -3%
BCM
312
Bayesian Capital Management
New York
$258K +$246K +8,632 New
CG
313
Colony Group
Massachusetts
$254K -$32.1K -1,125 -12%
FG
314
Fiduciary Group
Georgia
$248K
Manulife (Manufacturers Life Insurance)
315
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245K -$1.77K -62 -0.7%
SWM
316
Segment Wealth Management
Texas
$245K
TSWM
317
Triangle Securities Wealth Management
North Carolina
$239K +$228K +7,995 New
GAA
318
Global Assets Advisory
Florida
$235K -$4.54K -159 -2%
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$233K +$223K +7,824 New
AWM
320
AE Wealth Management
Kansas
$232K +$222K +7,773 New
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$227K +$172K +6,028 +384%
EC
322
EdgeRock Capital
Colorado
$224K
GT
323
Glenview Trust
Kentucky
$224K +$214K +7,500 New
RJT
324
Raymond James Trust
Florida
$223K +$213K +7,467 New
NW
325
NewEdge Wealth
Pennsylvania
$223K +$213K +7,472 New