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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
EGA
326
E&G Advisors
Texas
$375K – – –
HCPC
327
Hamilton Capital Partners (Canada)
$372K -$12.2K -245 -3%
SIG
328
Stonegate Investment Group
Alabama
$371K +$125K +2,511 +42%
NW
329
NewEdge Wealth
Pennsylvania
$368K +$19.5K +394 +5%
MYAM
330
Meiji Yasuda Asset Management
Japan
$368K -$32.6K -657 -7%
TC
331
TownSquare Capital
Utah
$364K +$414K +8,357 New
SWM
332
Segment Wealth Management
Texas
$357K – – –
PI
333
PFG Investments
New York
$351K -$10.5K -212 -3%
PWP
334
Principle Wealth Partners
Connecticut
$350K – – –
MGIA
335
Moneta Group Investment Advisors
Missouri
$348K -$91.2K -1,839 -19%
KA
336
Kovack Advisors
Florida
$347K -$1.44K -29 -0.4%
Aviva
337
Aviva
United Kingdom
$346K -$469K -9,461 -54%
DG
338
DMC Group
Alabama
$341K +$43.8K +883 +13%
SCM
339
Shelton Capital Management
Colorado
$338K -$9.47K -191 -2%
ECM
340
Everence Capital Management
Indiana
$337K – – –
SFS
341
Sowell Financial Services
Arkansas
$333K +$378K +7,628 New
TSWM
342
Triangle Securities Wealth Management
North Carolina
$332K – – –
EC
343
EdgeRock Capital
Colorado
$328K +$992 +20 +0.3%
IFU
344
iSAM Funds (UK)
United Kingdom
$328K -$211K -4,250 -36%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$324K +$157K +3,166 +74%
TWP
346
Triad Wealth Partners
Kansas
$324K -$41.6K -839 -10%
SSA
347
Schonfeld Strategic Advisors
New York
$323K -$176K -3,545 -32%
FFM
348
Forum Financial Management
Illinois
$322K +$41.9K +844 +13%
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$314K -$268K -5,398 -43%
BL
350
BFSG LLC
California
$311K +$40.6K +818 +13%