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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SC
326
Slow Capital
California
$384K -$19.7K -598 -6%
GT
327
Glenview Trust
Kentucky
$383K
SCM
328
Shelton Capital Management
Colorado
$379K +$307K +9,309 New
SPC
329
Sigma Planning Corp
Michigan
$375K -$1.16M -35,188 -79%
TMAM
330
Tokio Marine Asset Management
Japan
$373K +$12.7K +385 +4%
TSWM
331
Triangle Securities Wealth Management
North Carolina
$373K +$36.2K +1,100 +14%
DTL
332
Dynamic Technology Lab
Singapore
$370K +$299K +9,095 New
EGA
333
E&G Advisors
Texas
$355K +$4.31K +131 +2%
Cetera Investment Advisers
334
Cetera Investment Advisers
Illinois
$348K -$63.2K -1,919 -18%
EI
335
Ethic Inc
New York
$343K -$392K -11,892 -58%
FG
336
Fiduciary Group
Georgia
$342K
SWM
337
Segment Wealth Management
Texas
$334K
PWP
338
Principle Wealth Partners
Connecticut
$327K +$32.9K +1,000 +14%
Wealth Enhancement Advisory Services
339
Wealth Enhancement Advisory Services
Minnesota
$320K +$25.7K +782 +11%
VWA
340
Visionary Wealth Advisors
Illinois
$319K -$1.48K -45 -0.6%
NW
341
NewEdge Wealth
Pennsylvania
$318K -$1.45K -44 -0.6%
MC
342
Moors & Cabot
Massachusetts
$316K -$26.3K -800 -9%
LSAG
343
Lake Street Advisors Group
New Hampshire
$313K +$254K +7,700 New
MGIA
344
Moneta Group Investment Advisors
Missouri
$307K +$249K +7,554 New
EC
345
EdgeRock Capital
Colorado
$307K
O
346
Ossiam
France
$298K
MC
347
Machina Capital
France
$295K +$239K +7,255 New
FPCP
348
Fort Point Capital Partners
California
$295K -$18.1K -550 -7%
EFSCE
349
Enterprise Financial Services Corp (EFSC)
Missouri
$293K -$3.95K -120 -2%
KWM
350
Keebeck Wealth Management
Illinois
$287K