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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Segment Wealth Management
Texas
$345K – – –
First Trust Advisors
352
First Trust Advisors
Illinois
$345K -$2.09M -44,598 -84%
FFA
353
Farther Finance Advisors
California
$341K +$136K +2,900 +56%
KA
354
Kovack Advisors
Florida
$340K +$77.1K +1,641 +26%
EC
355
EdgeRock Capital
Colorado
$336K -$2.72K -58 -0.7%
SCM
356
Sterling Capital Management
North Carolina
$336K -$39.1K -832 -9%
WPC
357
Wedmont Private Capital
Pennsylvania
$332K +$13.9K +295 +4%
MFG
358
Merit Financial Group
Georgia
$330K +$38K +810 +12%
LSA
359
Leonteq Securities AG
Switzerland
$329K +$131K +2,788 +56%
SFA
360
Sequoia Financial Advisors
Ohio
$328K -$23.3K -496 -6%
GI
361
GAMMA Investing
California
$328K -$60.3K -1,284 -14%
NDSIB
362
North Dakota State Investment Board
North Dakota
$328K +$6.2K +132 +2%
MF
363
Magnetar Financial
Illinois
$325K +$363K +7,721 New
OAM
364
Ostrum Asset Management
France
$323K +$110K +2,337 +44%
GT
365
Glenview Trust
Kentucky
$323K +$25.3K +539 +8%
AI
366
Atom Investors
Texas
$319K +$356K +7,571 New
I
367
InceptionR
California
$319K +$355K +7,566 New
TWP
368
Triad Wealth Partners
Kansas
$307K +$27.4K +583 +10%
BC
369
Bridgefront Capital
Texas
$305K +$340K +7,234 New
FTWA
370
Fifth Third Wealth Advisors
Ohio
$301K -$15K -319 -4%
PWP
371
Principle Wealth Partners
Connecticut
$300K – – –
BRWA
372
B. Riley Wealth Advisors
Florida
$295K +$611 +13 +0.2%
KWM
373
Keebeck Wealth Management
Illinois
$293K – – –
DWM
374
Diversify Wealth Management
Utah
$288K +$75.1K +1,598 +35%
DAS
375
Diversify Advisory Services
Utah
$288K +$292K +6,216 New