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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AP
351
Arlington Partners
Alabama
$88.6K
TWA
352
TCI Wealth Advisors
Arizona
$86.9K +$93.4K +2,799 New
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$84K -$28.9K -867 -24%
JMF
354
Johnson Midwest Financial
Iowa
$78.2K +$84K +2,519 New
BAM
355
Belpointe Asset Management
Nevada
$78.1K -$32.8K -984 -28%
LFG
356
Larson Financial Group
Missouri
$76.3K
C
357
Covestor
United Kingdom
$72K -$48K -1,439 -38%
BCV
358
Banque Cantonale Vaudoise
Switzerland
$71K
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$68.5K +$634 +19 +0.9%
AIG
360
American International Group
New York
$64.7K -$1.53K -46 -2%
FWM
361
Focused Wealth Management
New York
$64.3K +$200 +6 +0.3%
TVWM
362
Tower View Wealth Management
Wisconsin
$64K +$634 +19 +0.9%
CWP
363
Concord Wealth Partners
Virginia
$62.1K
EWA
364
EverSource Wealth Advisors
Alabama
$59K +$5.17K +155 +9%
BSC
365
Brown Shipley & Co
United Kingdom
$58.5K +$62.9K +1,885 New
OAM
366
Ostrum Asset Management
France
$52K +$55.9K +1,675 New
BWL
367
Bogart Wealth LLC
Virginia
$49.7K +$2.47K +74 +5%
HCP
368
Hexagon Capital Partners
Arkansas
$46.7K -$7.51K -225 -13%
IA
369
IFP Advisors
Florida
$42.7K -$96.6K -2,894 -68%
ASN
370
Advisory Services Network
Georgia
$42.6K -$48.6K -1,456 -51%
BFPW
371
BOK Financial Private Wealth
Colorado
$40.4K
EDRH
372
Edmond de Rothschild Holding
Switzerland
$40.2K
CCA
373
Column Capital Advisors
Indiana
$35.8K
WPWM
374
Western Pacific Wealth Management
Illinois
$34.8K +$37.4K +1,120 New
GC
375
Gould Capital
Washington
$31.1K -$48.7K -1,459 -59%