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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$498K -$102K -1,791 -18%
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$491K -$353K -6,218 -43%
SWM
353
Segment Wealth Management
Texas
$485K – – –
CWM
354
CIBC World Markets
New York
$482K +$463K +8,158 New
KA
355
Kovack Advisors
Florida
$476K +$31.8K +559 +7%
1832 Asset Management
356
1832 Asset Management
Ontario, Canada
$471K +$18.2K +320 +4%
CG
357
Cynosure Group
Utah
$459K +$441K +7,770 New
Teacher Retirement System of Texas
358
Teacher Retirement System of Texas
Texas
$458K -$1.31M -22,992 -75%
DAS
359
Diversify Advisory Services
Utah
$453K -$42.4K -746 -10%
SFA
360
Sequoia Financial Advisors
Ohio
$449K +$431K +7,593 New
EC
361
EdgeRock Capital
Colorado
$447K -$511 -9 -0.1%
SCM
362
Shelton Capital Management
Colorado
$447K – – –
IFG
363
Independent Financial Group
California
$446K +$429K +7,550 New
GRP
364
Global Retirement Partners
California
$442K +$373K +6,574 +722%
SCA
365
Snowden Capital Advisors
New York
$441K -$3.58K -63 -0.8%
AAIS
366
ABN AMRO Investment Solutions
$435K +$419K +7,367 New
BRWA
367
B. Riley Wealth Advisors
Florida
$430K +$44.4K +782 +12%
PA
368
Promethium Advisors
Maryland
$429K -$101K -1,785 -20%
PWP
369
Principle Wealth Partners
Connecticut
$422K – – –
SCM
370
Sterneck Capital Management
Missouri
$421K +$31.6K +556 +8%
UCFA
371
United Capital Financial Advisors
Texas
$420K +$190K +3,352 +89%
GT
372
Glenview Trust
Kentucky
$420K – – –
KWM
373
Keebeck Wealth Management
Illinois
$417K – – –
SW
374
SlateStone Wealth
Florida
$415K – – –
FCM
375
Fieldview Capital Management
Michigan
$414K +$398K +7,006 New