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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
WSC
326
Wellington Shields & Co
New York
$80.8K -$25.1K -860 -25%
JMF
327
Johnson Midwest Financial
Iowa
$79.7K -$730 -25 -1%
LFG
328
Larson Financial Group
Missouri
$78.4K
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$73K -$12.8K -437 -16%
BCV
330
Banque Cantonale Vaudoise
Switzerland
$73K
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$70.4K
TVWM
332
Tower View Wealth Management
Wisconsin
$67K +$789 +27 +1%
FWM
333
Focused Wealth Management
New York
$66.4K +$234 +8 +0.4%
CWP
334
Concord Wealth Partners
Virginia
$63.9K
BSC
335
Brown Shipley & Co
United Kingdom
$60.2K
AIG
336
American International Group
New York
$60.1K -$5.93K -203 -10%
OAM
337
Ostrum Asset Management
France
$53.6K +$58 +2 +0.1%
WPWM
338
Western Pacific Wealth Management
Illinois
$51.4K +$14.3K +488 +44%
BWL
339
Bogart Wealth LLC
Virginia
$48.7K -$2.16K -74 -5%
Group One Trading
340
Group One Trading
Illinois
$44.9K -$2.99M -102,333 -99%
UM
341
UniSuper Management
Australia
$44.7K +$40.9K +1,400 New
BFPW
342
BOK Financial Private Wealth
Colorado
$41.5K
EDRH
343
Edmond de Rothschild Holding
Switzerland
$41.4K
HCP
344
Hexagon Capital Partners
Arkansas
$38.1K -$9.11K -312 -21%
C
345
Covestor
United Kingdom
$38K -$33.3K -1,140 -49%
CCA
346
Column Capital Advisors
Indiana
$36.9K
GC
347
Gould Capital
Washington
$35.2K +$2.95K +101 +10%
BCWM
348
Bartlett & Co Wealth Management
Ohio
$35.2K +$32.2K +1,101 New
BC
349
Bartlett & Co
Ohio
$35K +$32.2K +1,101 New
SS
350
Sunbelt Securities
Texas
$32.3K