We are live on ! Find out more
CG icon

Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
351
Washington Trust
Rhode Island
$31.9K – – –
WIM
352
WealthPlan Investment Management
Nebraska
$30.6K – – –
CFGS
353
Concourse Financial Group Securities
Alabama
$28.8K – – –
CFO
354
CVA Family Office
Colorado
$27.6K -$1.61K -55 -6%
DA
355
Denali Advisors
California
$26.8K +$1.14K +39 +5%
EWA
356
EverSource Wealth Advisors
Alabama
$21.7K -$35.7K -1,223 -64%
NFSG
357
Newbridge Financial Services Group
Florida
$19.2K – – –
CPG
358
Cornerstone Planning Group
New Jersey
$16.6K +$15.2K +520 New
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.3K +$7.63K +261 +105%
GRP
360
Global Retirement Partners
California
$15K -$672 -23 -5%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$15K +$8.24K +282 +146%
CP
362
Castleview Partners
Texas
$13.8K – – –
OIA
363
Optimum Investment Advisors
Illinois
$12.8K +$11.7K +400 New
AF
364
Advisornet Financial
Minnesota
$11.5K -$613 -21 -5%
HCM
365
Hollencrest Capital Management
California
$10.7K – – –
TFGT
366
TS Financial Group (TSFG)
Illinois
$10K – – –
EWM
367
Evermay Wealth Management
Virginia
$9.84K – – –
GWSG
368
GPS Wealth Strategies Group
Colorado
$9.59K – – –
AS
369
AM Squared
Hong Kong
$9.59K +$8.76K +300 New
GIA
370
GHP Investment Advisors
Colorado
$9.44K – – –
BEI
371
Benjamin Edwards Inc
Missouri
$9K +$2.95K +101 +55%
PA
372
Parallel Advisors
California
$8.15K -$58 -2 -0.8%
CTA
373
Colonial Trust Advisors
South Carolina
$8.05K – – –
AWM
374
Atticus Wealth Management
Florida
$7.99K – – –
HNB
375
Huntington National Bank
Ohio
$7.44K +$6.78K +232 +23,200%
13 14
15
16 17