We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
376
Jones Financial Companies
Missouri
$315K +$46.4K +1,077 +21%
WIA
377
Westbourne Investment Advisors
Maryland
$314K +$17.2K +400 +7%
SOAMC
378
Spirit of America Management Corp
New York
$311K
BRWM
379
Blue Rock Wealth Management
North Carolina
$308K
PCA
380
Pallas Capital Advisors
Massachusetts
$308K +$258K +6,000 New
PNAA
381
Pictet North America Advisors
Switzerland
$306K
MYAM
382
Meiji Yasuda Asset Management
Japan
$302K -$111K -2,581 -31%
MA
383
MJP Associates
Connecticut
$301K +$24.7K +574 +11%
HCPC
384
Hamilton Capital Partners (Canada)
$300K -$116K -2,692 -32%
IMCOOI
385
Investment Management Corp of Ontario (IMCO)
Canada
$293K -$38.8K -900 -14%
JIP
386
Jaffetilchin Investment Partners
Florida
$289K -$1.51K -35 -0.6%
PWM
387
Prentice Wealth Management
New York
$289K -$8.79K -204 -4%
NA
388
NewEdge Advisors
Louisiana
$284K +$125K +2,904 +111%
SWM
389
Spire Wealth Management
Virginia
$281K +$4.09K +95 +2%
WA
390
Waverly Advisors
Alabama
$276K +$8.7K +202 +4%
CCWM
391
Cassaday & Co Wealth Management
Virginia
$276K +$231K +5,363 New
DAS
392
Dynamic Advisor Solutions
Arizona
$273K +$7.45K +173 +3%
PAG
393
Private Advisor Group
New Jersey
$273K -$20.5K -475 -8%
CSP
394
Cary Street Partners
Virginia
$269K -$862 -20 -0.4%
MWM
395
Mission Wealth Management
California
$264K +$560 +13 +0.3%
KCM
396
KRS Capital Management
Michigan
$263K
FPCP
397
Fort Point Capital Partners
California
$258K -$8.62K -200 -4%
TCM
398
Teza Capital Management
Illinois
$258K +$16.9K +393 +9%
HIA
399
Harbor Investment Advisory
Maryland
$257K
CFAM
400
Center For Asset Management
Florida
$254K +$16.1K +374 +8%