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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
326
Geneos Wealth Management
Colorado
$28K +$170 +4 +0.7%
HCP
327
Hexagon Capital Partners
Arkansas
$27K
IUHSA
328
Itau Unibanco Holding S.A.
Brazil
$20K +$18.3K +431 New
PMFA
329
Plante Moran Financial Advisors
Michigan
$14K
TFGT
330
TS Financial Group (TSFG)
Illinois
$14K
SIM
331
Sonora Investment Management
Arizona
$14K +$12.8K +300 New
BFEC
332
Benjamin F. Edwards & Company
Missouri
$13K
EDRH
333
Edmond de Rothschild Holding
Switzerland
$12K
LC
334
Lindbrook Capital
California
$10K +$43 +1 +0.5%
PA
335
Parallel Advisors
California
$9K +$213 +5 +3%
GRP
336
Global Retirement Partners
California
$8K +$43 +1 +0.6%
CFO
337
CVA Family Office
Colorado
$8K +$5.32K +125 +250%
ARMC
338
American Research & Management Company
Massachusetts
$7K
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$5K
BCA
340
Berman Capital Advisors
Georgia
$3K
BWM
341
BerganKDV Wealth Management
Minnesota
$2K
WQ
342
Wealth Quarterback
New Jersey
$2K +$1.06K +25 New
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$1K
Federated Hermes
344
Federated Hermes
Pennsylvania
$1K +$43 +1 New
AIG
345
American International Group
New York
$94 +$21.2K +499 +33%
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