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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
376
Regatta Capital Group
California
$209K +$169K +5,144 New
SP
377
Symmetry Partners
Connecticut
$207K +$164K +4,972 New
MWM
378
Mission Wealth Management
California
$204K +$165K +5,014 New
IMCOOI
379
Investment Management Corp of Ontario (IMCO)
Canada
$204K +$165K +5,009 New
SWM
380
Spire Wealth Management
Virginia
$202K -$1.98K -60 -1%
YIA
381
YHB Investment Advisors
Connecticut
$202K +$163K +4,965 New
UB
382
UMB Bank
Missouri
$196K -$36.2K -1,100 -19%
VI
383
Vestcor Inc
New Brunswick, Canada
$187K -$2.9K -88 -2%
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$162K -$5.04K -153 -4%
EWA
385
EverSource Wealth Advisors
Alabama
$116K +$63K +1,914 +203%
RAM
386
Ramirez Asset Management
New York
$114K
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$111K -$155K -4,720 -63%
SSB
388
Sandy Spring Bank
Maryland
$108K +$1.38K +42 +2%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K -$15.8K -480 -16%
WSC
390
Wellington Shields & Co
New York
$103K
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$89.2K +$14.7K +446 +26%
LFG
392
Larson Financial Group
Missouri
$87.7K
TVWM
393
Tower View Wealth Management
Wisconsin
$87K +$757 +23 +1%
WPWM
394
Western Pacific Wealth Management
Illinois
$86.8K +$12.9K +391 +22%
FWM
395
Focused Wealth Management
New York
$85.1K +$198 +6 +0.3%
CWP
396
Concord Wealth Partners
Virginia
$81.4K
OAM
397
Ostrum Asset Management
France
$68K +$230 +7 +0.4%
DGAM
398
Desjardins Global Asset Management
Quebec, Canada
$65.3K +$724 +22 +1%
BWL
399
Bogart Wealth LLC
Virginia
$62.8K -$1.75K -53 -3%
UM
400
UniSuper Management
Australia
$57K