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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
351
Everhart Financial Group
Ohio
$380K +$24.3K +565 +8%
SOW
352
State of Wyoming
Wyoming
$378K +$317K +7,348 New
BL
353
BFSG LLC
California
$378K +$9.26K +215 +3%
VA
354
Vident Advisory
Georgia
$376K +$41.5K +964 +15%
EF
355
Empowered Funds
Pennsylvania
$374K -$1.76M -40,959 -85%
TSWM
356
Triangle Securities Wealth Management
North Carolina
$374K -$14.9K -345 -5%
MGIA
357
Moneta Group Investment Advisors
Missouri
$370K -$34.5K -800 -10%
SF
358
Summit Financial
New Jersey
$368K +$308K +7,155 New
PWP
359
Principle Wealth Partners
Connecticut
$367K -$38.8K -900 -11%
GT
360
Glenview Trust
Kentucky
$365K
KWM
361
Keebeck Wealth Management
Illinois
$363K
SW
362
SlateStone Wealth
Florida
$361K
TWP
363
Triad Wealth Partners
Kansas
$360K -$18K -419 -6%
Fayez Sarofim & Co
364
Fayez Sarofim & Co
Texas
$352K
1832 Asset Management
365
1832 Asset Management
Ontario, Canada
$346K -$128K -2,970 -31%
AAM
366
Advisors Asset Management
Colorado
$346K +$290K +6,726 New
AAS
367
Avantax Advisory Services
Texas
$341K +$285K +6,626 New
AO
368
Advisor OS
Illinois
$337K
FTWA
369
Fifth Third Wealth Advisors
Ohio
$336K -$2.07K -48 -0.7%
ET
370
Equitable Trust
Tennessee
$333K -$3.51M -81,579 -93%
Focus Partners Wealth
371
Focus Partners Wealth
Massachusetts
$332K +$44.1K +1,023 +19%
WPC
372
Wedmont Private Capital
Pennsylvania
$332K +$8.44K +196 +3%
DG
373
DMC Group
Alabama
$328K -$61.4K -1,426 -18%
BMSSC
374
B. Metzler seel. Sohn & Co
Germany
$327K
VWA
375
Visionary Wealth Advisors
Illinois
$322K +$129 +3 +0%