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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
NW
351
NewEdge Wealth
Pennsylvania
$407K +$2.64K +52 +0.6%
PWP
352
Principle Wealth Partners
Connecticut
$405K
KA
353
Kovack Advisors
Florida
$403K -$58K -1,144 -13%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$403K +$127K +2,511 +46%
SCM
355
Shelton Capital Management
Colorado
$401K -$36.4K -718 -8%
VCA
356
Verdence Capital Advisors
Maryland
$396K +$862 +17 +0.2%
ECM
357
Everence Capital Management
Indiana
$390K +$391K +7,720 New
TSWM
358
Triangle Securities Wealth Management
North Carolina
$384K -$37K -730 -9%
EC
359
EdgeRock Capital
Colorado
$379K
OTL
360
Oak Thistle LLC
New York
$372K +$373K +7,361 New
Credit Agricole
361
Credit Agricole
France
$371K +$110K +2,170 +42%
VWA
362
Visionary Wealth Advisors
Illinois
$361K -$15.1K -298 -4%
KWM
363
Keebeck Wealth Management
Illinois
$356K
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$355K +$2.74K +54 +0.8%
SW
365
SlateStone Wealth
Florida
$355K
CIA
366
Concurrent Investment Advisors
Florida
$354K +$356K +7,015 New
EFG
367
Everhart Financial Group
Ohio
$352K +$44.7K +881 +14%
DG
368
DMC Group
Alabama
$350K +$14.3K +283 +4%
Fayez Sarofim & Co
369
Fayez Sarofim & Co
Texas
$346K
AC
370
Allstate Corporation
Illinois
$338K +$339K +6,691 New
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$337K -$2.69K -53 -0.8%
Jane Street
372
Jane Street
New York
$335K -$4.55M -89,817 -93%
FTWA
373
Fifth Third Wealth Advisors
Ohio
$331K
FFM
374
Forum Financial Management
Illinois
$330K +$332K +6,540 New
SCM
375
Sterneck Capital Management
Missouri
$327K -$48.2K -950 -13%