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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
376
Bogart Wealth LLC
Virginia
$45.5K – – –
CFGS
377
Concourse Financial Group Securities
Alabama
$40.1K -$28.5K -1,000 -43%
BFPW
378
BOK Financial Private Wealth
Colorado
$38.8K – – –
EDRH
379
Edmond de Rothschild Holding
Switzerland
$38.6K – – –
CCA
380
Column Capital Advisors
Indiana
$34.4K +$27.2K +954 +477%
Loomis, Sayles & Company
381
Loomis, Sayles & Company
Massachusetts
$33K +$19.3K +675 +158%
FWA
382
Freedom Wealth Alliance
Wisconsin
$31.4K +$30.1K +1,053 New
WT
383
Washington Trust
Rhode Island
$29.8K – – –
CFO
384
CVA Family Office
Colorado
$26.6K +$17.7K +620 +230%
DA
385
Denali Advisors
California
$24.9K – – –
QL
386
Quarry LP
New York
$22.9K +$21.9K +768 New
SSG
387
Summit Securities Group
New York
$21K -$8.53K -299 -30%
BC
388
Burleson & Co
California
$17.9K – – –
NFSG
389
Newbridge Financial Services Group
Florida
$17.9K – – –
MCC
390
Money Concepts Capital
Florida
$17.8K +$17.1K +598 New
GRP
391
Global Retirement Partners
California
$14.3K +$3.77K +132 +38%
EC
392
Elequin Capital
New York
$13.1K +$12.5K +438 New
CP
393
Castleview Partners
Texas
$12.9K – – –
ACM
394
Aquatic Capital Management
Illinois
$12K +$11.4K +400 New
AF
395
Advisornet Financial
Minnesota
$11.2K -$481K -16,840 -98%
SFG
396
Steward Financial Group
Texas
$10K +$10.1K +355 New
HCM
397
Hollencrest Capital Management
California
$9.95K +$9.5K +333 New
Credit Agricole
398
Credit Agricole
France
$9.94K +$2.88K +101 +44%
PFC
399
Phocas Financial Corp
California
$9.7K +$9.28K +325 New
BIA
400
Bell Investment Advisors
California
$9.58K +$6.74K +236 +278%