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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
351
Carmel Capital Partners
California
$90.6K +$97.4K +2,918 New
AP
352
Arlington Partners
Alabama
$88.6K – – –
TWA
353
TCI Wealth Advisors
Arizona
$86.9K +$93.4K +2,799 New
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$84K -$28.9K -867 -24%
JMF
355
Johnson Midwest Financial
Iowa
$78.2K +$84K +2,519 New
BAM
356
Belpointe Asset Management
Nevada
$78.1K -$32.8K -984 -28%
LFG
357
Larson Financial Group
Missouri
$76.3K – – –
C
358
Covestor
United Kingdom
$72K -$48K -1,439 -38%
BCV
359
Banque Cantonale Vaudoise
Switzerland
$71K – – –
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$68.5K +$634 +19 +0.9%
AIG
361
American International Group
New York
$64.7K -$1.53K -46 -2%
FWM
362
Focused Wealth Management
New York
$64.3K +$200 +6 +0.3%
TVWM
363
Tower View Wealth Management
Wisconsin
$64K +$634 +19 +0.9%
CWP
364
Concord Wealth Partners
Virginia
$62.1K – – –
EWA
365
EverSource Wealth Advisors
Alabama
$59K +$5.17K +155 +9%
BSC
366
Brown Shipley & Co
United Kingdom
$58.5K +$62.9K +1,885 New
OAM
367
Ostrum Asset Management
France
$52K +$55.9K +1,675 New
BWL
368
Bogart Wealth LLC
Virginia
$49.7K +$2.47K +74 +5%
HCP
369
Hexagon Capital Partners
Arkansas
$46.7K -$7.51K -225 -13%
IA
370
IFP Advisors
Florida
$42.7K -$96.6K -2,894 -68%
ASN
371
Advisory Services Network
Georgia
$42.6K -$48.6K -1,456 -51%
BFPW
372
BOK Financial Private Wealth
Colorado
$40.4K – – –
EDRH
373
Edmond de Rothschild Holding
Switzerland
$40.2K – – –
CCA
374
Column Capital Advisors
Indiana
$35.8K – – –
WPWM
375
Western Pacific Wealth Management
Illinois
$34.8K +$37.4K +1,120 New