We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Segment Wealth Management
Texas
$401K +$392K +8,200 New
SS
327
Simplicity Solutions
Minnesota
$398K -$326K -6,806 -46%
SC
328
Slow Capital
California
$397K -$1.97M -41,148 -84%
GCP
329
GSA Capital Partners
United Kingdom
$393K +$384K +8,029 New
PP
330
Paloma Partners
Connecticut
$386K -$826K -17,259 -69%
AWM
331
Apollon Wealth Management
South Carolina
$385K +$479 +10 +0.1%
TFS
332
Thoroughbred Financial Services
Tennessee
$385K +$1.05K +22 +0.3%
SG
333
Stonnington Group
California
$383K -$388K -8,100 -48%
Cambridge Investment Research Advisors
334
Cambridge Investment Research Advisors
Iowa
$381K +$25.4K +531 +7%
ALAM
335
Asahi Life Asset Management
Japan
$381K +$50.7K +1,060 +16%
AWM
336
AE Wealth Management
Kansas
$380K -$117K -2,454 -24%
HWAM
337
Hennion & Walsh Asset Management
New Jersey
$377K – – –
Daiwa Securities Group
338
Daiwa Securities Group
Japan
$371K – – –
GT
339
Glenview Trust
Kentucky
$367K +$359K +7,500 New
FSA
340
Fort Sheridan Advisors
Illinois
$366K +$46.7K +975 +15%
MC
341
Moors & Cabot
Massachusetts
$366K +$63.4K +1,325 +22%
WJWM
342
Williams Jones Wealth Management
New York
$364K +$24K +502 +7%
PWP
343
Principle Wealth Partners
Connecticut
$352K – – –
MWM
344
Mission Wealth Management
California
$351K – – –
CAG
345
Csenge Advisory Group
Florida
$347K +$340K +7,096 New
KWM
346
Keebeck Wealth Management
Illinois
$345K – – –
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$342K -$4.79K -100 -1%
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
$336K -$15.9M -331,679 -98%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$336K +$267K +5,587 +433%
IWC
350
Integrated Wealth Concepts
Massachusetts
$327K +$4.98K +104 +2%