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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
TW
326
TritonPoint Wealth
Maryland
$540K +$129 +3 +0%
SCM
327
Sterneck Capital Management
Missouri
$538K
SIG
328
Stonegate Investment Group
Alabama
$518K +$67.5K +1,566 +18%
GCA
329
Greenwood Capital Associates
South Carolina
$515K -$9.09K -211 -2%
Aviva
330
Aviva
United Kingdom
$510K +$84.8K +1,969 +25%
OMC
331
Old Mission Capital
Illinois
$503K +$421K +9,780 New
CWM
332
CIBC World Markets
New York
$503K -$34.5K -802 -8%
ProShare Advisors
333
ProShare Advisors
Maryland
$486K +$19.9K +461 +5%
LFA
334
Legacy Financial Advisors
Kentucky
$485K +$406K +9,427 New
BRWA
335
B. Riley Wealth Advisors
Florida
$475K +$398K +9,238 New
KA
336
Kovack Advisors
Florida
$463K +$45.5K +1,057 +13%
FG
337
Fiduciary Group
Georgia
$463K
SAM
338
Storebrand Asset Management
Norway
$460K -$425K -9,858 -52%
EGA
339
E&G Advisors
Texas
$442K
SG Americas Securities
340
SG Americas Securities
New York
$427K -$10.3M -239,526 -97%
Allianz Asset Management
341
Allianz Asset Management
Germany
$426K -$720K -16,717 -67%
SWM
342
Segment Wealth Management
Texas
$421K
GI
343
GAMMA Investing
California
$413K +$76.6K +1,778 +28%
FFM
344
Forum Financial Management
Illinois
$413K +$27.7K +642 +9%
PI
345
PFG Investments
New York
$411K -$2.71K -63 -0.8%
TSS
346
Two Sigma Securities
New York
$406K +$341K +7,908 New
ECM
347
Everence Capital Management
Indiana
$397K
SCM
348
Shelton Capital Management
Colorado
$389K -$7.97K -185 -2%
EC
349
EdgeRock Capital
Colorado
$387K +$43 +1 +0%
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$381K +$9.82K +228 +3%