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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
351
Sequoia Financial Advisors
Ohio
$401K +$38.4K +697 +9%
IWC
352
Integrated Wealth Concepts
Massachusetts
$400K +$267K +4,844 +142%
SWM
353
Segment Wealth Management
Texas
$397K – – –
EC
354
EdgeRock Capital
Colorado
$389K +$26.5K +481 +6%
QT
355
Quantbot Technologies
New York
$389K +$444K +8,044 New
HFS
356
Hantz Financial Services
Michigan
$389K +$165K +2,987 +59%
VA
357
VestGen Advisors
Illinois
$379K -$248K -4,495 -37%
AAIS
358
ABN AMRO Investment Solutions
$377K +$23.3K +422 +6%
NDSIB
359
North Dakota State Investment Board
North Dakota
$370K -$86.1K -1,562 -17%
FTWA
360
Fifth Third Wealth Advisors
Ohio
$361K +$40.5K +734 +11%
GT
361
Glenview Trust
Kentucky
$346K +$1.76K +32 +0.5%
PWP
362
Principle Wealth Partners
Connecticut
$345K – – –
WPC
363
Wedmont Private Capital
Pennsylvania
$344K +$62.1K +1,126 +19%
FCM
364
FJ Capital Management
Virginia
$341K +$389K +7,055 New
MFG
365
Merit Financial Group
Georgia
$340K +$175K +3,178 +83%
BRWM
366
Blue Rock Wealth Management
North Carolina
$339K – – –
BRWA
367
B. Riley Wealth Advisors
Florida
$337K +$110 +2 +0%
KWM
368
Keebeck Wealth Management
Illinois
$337K -$5.63K -102 -1%
PA
369
Promethium Advisors
Maryland
$334K -$20.4K -370 -5%
P
370
PensionDanmark
Denmark
$329K – – –
SF
371
Summit Financial
New Jersey
$327K -$1.71K -31 -0.5%
CSP
372
Cary Street Partners
Virginia
$324K +$83K +1,505 +29%
RSWM
373
Robertson Stephens Wealth Management
California
$319K – – –
MOS
374
MGO One Seven
Ohio
$316K +$35.6K +645 +11%
MYAM
375
Meiji Yasuda Asset Management
Japan
$315K +$1.76K +32 +0.5%
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