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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
351
Concourse Financial Group Securities
Alabama
$61K
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$61K +$21.3K +646 +38%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$59K -$533K -16,200 -88%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$56K
AIG
355
American International Group
New York
$56K +$198 +6 +0.3%
FWM
356
Focused Wealth Management
New York
$53K +$198 +6 +0.3%
TVWM
357
Tower View Wealth Management
Wisconsin
$52K +$626 +19 +1%
AIM
358
Anchor Investment Management
South Carolina
$51.7K
HCP
359
Hexagon Capital Partners
Arkansas
$42K +$30.4K +923 +131%
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$41K -$5.27K -160 -9%
BWL
361
Bogart Wealth LLC
Virginia
$39K -$2.34K -71 -4%
AWM
362
Ameliora Wealth Management
Switzerland
$38K +$49.4K +1,500 New
EDRH
363
Edmond de Rothschild Holding
Switzerland
$34K -$280K -8,517 -87%
BFPW
364
BOK Financial Private Wealth
Colorado
$34K
WT
365
Washington Trust
Rhode Island
$26K
SSG
366
Summit Securities Group
New York
$26K +$23K +700 +233%
DA
367
Denali Advisors
California
$22K -$6.58K -200 -19%
BC
368
Burleson & Co
California
$16K -$329 -10 -2%
NFSG
369
Newbridge Financial Services Group
Florida
$16K +$19.8K +600 New
GC
370
Gould Capital
Washington
$14K +$165 +5 +0.9%
A
371
AustralianSuper
Australia
$13.9K +$937K +28,466 +6%
BCA
372
Bray Capital Advisors
Florida
$13K +$16.5K +500 New
CP
373
Castleview Partners
Texas
$11K -$28.2K -856 -66%
Loomis, Sayles & Company
374
Loomis, Sayles & Company
Massachusetts
$11K
GRP
375
Global Retirement Partners
California
$10K +$1.51K +46 +15%