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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
376
Loomis, Sayles & Company
Massachusetts
$11K – – –
GRP
377
Global Retirement Partners
California
$10K +$1.51K +46 +15%
RTC
378
Riverview Trust Company
Washington
$10K +$13.1K +398 New
AIM
379
Axiom Investment Management
New York
$10K +$13.2K +400 New
GIA
380
GHP Investment Advisors
Colorado
$8K – – –
GWSG
381
GPS Wealth Strategies Group
Colorado
$8K – – –
TFGT
382
TS Financial Group (TSFG)
Illinois
$8K – – –
PMFA
383
Plante Moran Financial Advisors
Michigan
$8K +$33 +1 +0.3%
CA
384
Clearstead Advisors
Ohio
$8K +$10.7K +326 New
PA
385
Parallel Advisors
California
$7K -$1.71K -52 -17%
CFO
386
CVA Family Office
Colorado
$7K +$823 +25 +10%
Credit Agricole
387
Credit Agricole
France
$6K -$1.85M -56,336 -100%
EI
388
Ellevest Inc
New York
$6K -$7.18K -218 -49%
MAM
389
Meeder Asset Management
Ohio
$6K -$2.4K -73 -26%
JFGIW
390
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$7.21K +219 New
GEA
391
Glen Eagle Advisors
New Jersey
$5.17K – – –
BFEC
392
Benjamin F. Edwards & Company
Missouri
$5K – – –
CCA
393
Column Capital Advisors
Indiana
$5K – – –
FCA
394
FinTrust Capital Advisors
South Carolina
$5K – – –
SIC
395
Salem Investment Counselors
North Carolina
$4K – – –
EWA
396
EverSource Wealth Advisors
Alabama
$3K -$48.6K -1,476 -94%
LS
397
Livforsakringsbolaget Skandia
Sweden
$3K -$16.5K -500 -83%
PFBT
398
Parkside Financial Bank & Trust
Missouri
$2K +$889 +27 +45%
PTC
399
Private Trust Company
Ohio
$2K +$1.05K +32 +100%
BIA
400
Bell Investment Advisors
California
$2K +$1.65K +50 +143%