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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
HI
326
Harbour Investments
Wisconsin
$42K +$22.4K +527 +140%
GWM
327
Geneos Wealth Management
Colorado
$28K +$170 +4 +0.7%
HCP
328
Hexagon Capital Partners
Arkansas
$27K – – –
IUHSA
329
Itau Unibanco Holding S.A.
Brazil
$20K +$18.3K +431 New
PMFA
330
Plante Moran Financial Advisors
Michigan
$14K – – –
TFGT
331
TS Financial Group (TSFG)
Illinois
$14K – – –
SIM
332
Sonora Investment Management
Arizona
$14K +$12.8K +300 New
BFEC
333
Benjamin F. Edwards & Company
Missouri
$13K – – –
EDRH
334
Edmond de Rothschild Holding
Switzerland
$12K – – –
LC
335
Lindbrook Capital
California
$10K +$43 +1 +0.5%
PA
336
Parallel Advisors
California
$9K +$213 +5 +3%
GRP
337
Global Retirement Partners
California
$8K +$43 +1 +0.6%
CFO
338
CVA Family Office
Colorado
$8K +$5.32K +125 +250%
ARMC
339
American Research & Management Company
Massachusetts
$7K – – –
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
BCA
341
Berman Capital Advisors
Georgia
$3K – – –
BWM
342
BerganKDV Wealth Management
Minnesota
$2K – – –
WQ
343
Wealth Quarterback
New Jersey
$2K +$1.06K +25 New
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$1K – – –
Federated Hermes
345
Federated Hermes
Pennsylvania
$1K +$43 +1 New
Robeco Institutional Asset Management
346
Robeco Institutional Asset Management
Netherlands
– -$9.19M -250,000 Closed
Hudson Bay Capital Management
347
Hudson Bay Capital Management
Connecticut
– -$4.41M -120,000 Closed
FC
348
Full18 Capital
Connecticut
– -$3.87M -119,854 Closed
MFS
349
Mirabella Financial Services
United Kingdom
– -$904K -24,585 Closed
QSS
350
Quantitative Systematic Strategies
Florida
– -$578K -15,736 Closed