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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
351
Keebeck Wealth Management
Illinois
$308K
SW
352
SlateStone Wealth
Florida
$306K
Pathstone Holdings
353
Pathstone Holdings
New Jersey
$302K -$182K -3,661 -35%
Fayez Sarofim & Co
354
Fayez Sarofim & Co
Texas
$299K
CAM
355
CenterStar Asset Management
Illinois
$298K +$339K +6,843 New
EFG
356
Everhart Financial Group
Ohio
$298K -$6.79K -137 -2%
IMCOOI
357
Investment Management Corp of Ontario (IMCO)
Canada
$288K +$9.92K +200 +3%
FTWA
358
Fifth Third Wealth Advisors
Ohio
$287K +$1.24K +25 +0.4%
AO
359
Advisor OS
Illinois
$286K +$51.2K +1,033 +19%
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$277K +$10.7K +215 +3%
RIM
361
Rakuten Investment Management
Japan
$277K +$318K +6,415 New
VA
362
Vident Advisory
Georgia
$277K +$68.8K +1,387 +28%
GI
363
GAMMA Investing
California
$273K +$39.7K +801 +15%
VWA
364
Visionary Wealth Advisors
Illinois
$273K -$44.5K -897 -13%
SOAMC
365
Spirit of America Management Corp
New York
$264K
BRWM
366
Blue Rock Wealth Management
North Carolina
$262K +$298K +6,000 New
PNAA
367
Pictet North America Advisors
Switzerland
$259K
PWM
368
Prentice Wealth Management
New York
$254K +$289K +5,820 New
PAG
369
Private Advisor Group
New Jersey
$252K +$99 +2 +0%
WIA
370
Westbourne Investment Advisors
Maryland
$248K
JIP
371
Jaffetilchin Investment Partners
Florida
$247K +$2.23K +45 +0.8%
IWC
372
Integrated Wealth Concepts
Massachusetts
$243K +$893 +18 +0.3%
CL
373
Choreo LLC
Illinois
$241K -$15.3K -309 -5%
Focus Partners Wealth
374
Focus Partners Wealth
Massachusetts
$237K +$58K +1,169 +27%
SWM
375
Spire Wealth Management
Virginia
$234K +$21.2K +428 +9%