CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
301
MML Investors Services
Massachusetts
$278K +$299K +8,952 New
PI
302
PFG Investments
New York
$278K +$299K +8,950 New
EGA
303
E&G Advisors
Texas
$276K +$3.34K +100 +1%
VWA
304
Visionary Wealth Advisors
Illinois
$276K +$1.67K +50 +0.6%
MGIA
305
Moneta Group Investment Advisors
Missouri
$272K +$293K +8,773 New
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$270K +$290K +8,678 New
SPA
307
Sherbrooke Park Advisers
New York
$264K +$284K +8,500 New
IWC
308
Integrated Wealth Concepts
Massachusetts
$263K +$282K +8,452 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$261K +$26.5K +794 +10%
DFCM
310
Dark Forest Capital Management
Puerto Rico
$260K -$353K -10,565 -56%
FG
311
Fiduciary Group
Georgia
$258K – – –
SWM
312
Segment Wealth Management
Texas
$255K – – –
TSWM
313
Triangle Securities Wealth Management
North Carolina
$255K +$6.67K +200 +3%
CG
314
Colony Group
Massachusetts
$254K -$11.1K -333 -4%
Voloridge Investment Management
315
Voloridge Investment Management
Florida
$253K +$272K +8,147 New
LSA
316
Leonteq Securities AG
Switzerland
$253K +$50.3K +1,509 +23%
CAN
317
Cetera Advisor Networks
California
$252K +$271K +8,129 New
MC
318
Moors & Cabot
Massachusetts
$252K -$18.4K -550 -6%
AWM
319
AE Wealth Management
Kansas
$243K +$2.13K +64 +0.8%
CAM
320
Carret Asset Management
New York
$242K -$190K -5,700 -42%
SFS
321
Sowell Financial Services
Arkansas
$237K +$255K +7,631 New
NW
322
NewEdge Wealth
Pennsylvania
$234K +$2.34K +70 +0.9%
EC
323
EdgeRock Capital
Colorado
$233K – – –
Bank Julius Baer & Co
324
Bank Julius Baer & Co
Switzerland
$233K +$250K +7,500 New
AIM
325
Aspen Investment Management
Michigan
$233K +$251K +7,515 New