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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
301
M&T Bank
New York
$239K -$81.2K -2,519 -24%
Aviva
302
Aviva
United Kingdom
$239K -$4.29K -133 -2%
Vanguard Personalized Indexing Management
303
Vanguard Personalized Indexing Management
California
$239K +$3.32K +103 +1%
VWA
304
Visionary Wealth Advisors
Illinois
$238K -$9.66K -300 -4%
NW
305
NewEdge Wealth
Pennsylvania
$237K +$7.02K +218 +3%
FPCP
306
Fort Point Capital Partners
California
$235K -$115K -3,560 -31%
CC
307
Centiva Capital
New York
$231K +$246K +7,643 New
X
308
Xponance
Pennsylvania
$230K +$8.76K +272 +4%
CG
309
Colony Group
Massachusetts
$229K -$19.2K -595 -7%
AA
310
Ancora Advisors
Ohio
$226K
LSA
311
Leonteq Securities AG
Switzerland
$226K +$18.8K +583 +8%
EC
312
EdgeRock Capital
Colorado
$226K
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$225K +$167K +5,180 +228%
O
314
Ossiam
France
$221K -$884K -27,424 -79%
KAS
315
Kestra Advisory Services
Texas
$221K +$236K +7,328 New
EFSCE
316
Enterprise Financial Services Corp (EFSC)
Missouri
$221K -$644 -20 -0.3%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$220K +$25.4K +789 +12%
BBVA
318
Banco Bilbao Vizcaya Argentaria
Spain
$215K -$525K -16,289 -70%
Wealth Enhancement Advisory Services
319
Wealth Enhancement Advisory Services
Minnesota
$213K +$228K +7,070 New
ARMT
320
Amica Retiree Medical Trust
Rhode Island
$213K
KWM
321
Keebeck Wealth Management
Illinois
$213K
PWP
322
Principle Wealth Partners
Connecticut
$212K -$32.2K -1,000 -12%
PFO
323
Pathstone Family Office
New Jersey
$210K +$225K +6,969 New
KCM
324
KRS Capital Management
Michigan
$210K +$224K +6,950 New
BL
325
BFSG LLC
California
$205K +$219K +6,810 New