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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
351
Harvest Fund Management
China
$109K – – –
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$103K -$17.3K -360 -14%
CWP
353
Concord Wealth Partners
Virginia
$95K – – –
HCM
354
Highlander Capital Management
New Jersey
$95K – – –
TVWM
355
Tower View Wealth Management
Wisconsin
$95K +$95.9K +2,000 New
AIM
356
Anchor Investment Management
South Carolina
$94.6K – – –
AIG
357
American International Group
New York
$85K -$10.5K -220 -11%
US Bancorp
358
US Bancorp
Minnesota
$80K – – –
LS
359
Livforsakringsbolaget Skandia
Sweden
$71K -$101K -2,100 -58%
CCC
360
Crescent Capital Consulting
Louisiana
$71K +$24K +500 +50%
HI
361
Harbour Investments
Wisconsin
$65K +$22.5K +470 +52%
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$55K +$144 +3 +0.3%
APA
363
American Portfolios Advisors
New York
$54.1K +$5.75K +120 +12%
IA
364
IFP Advisors
Florida
$54K -$2.2M -45,841 -98%
DOA
365
D'Orazio & Associates
Virginia
$49K +$288 +6 +0.6%
EWA
366
Evolution Wealth Advisors
Florida
$48K – – –
WT
367
Washington Trust
Rhode Island
$47K – – –
FGAM
368
Financial Gravity Asset Management
Texas
$47K +$48 +1 New
HA
369
Herold Advisors
New York
$47K +$48K +1,000 New
ZB
370
Zions Bancorporation
Utah
$43K – – –
Twin Tree Management
371
Twin Tree Management
Texas
$41K +$42K +876 New
CAM
372
CenterStar Asset Management
Illinois
$33K – – –
Federated Hermes
373
Federated Hermes
Pennsylvania
$31K +$31.2K +650 +65,000%
GWM
374
Geneos Wealth Management
Colorado
$29K +$144 +3 +0.5%
HCP
375
Hexagon Capital Partners
Arkansas
$29K +$1.68K +35 +6%