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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
401
Loomis, Sayles & Company
Massachusetts
$13K -$890K -23,233 -98%
Bank of Montreal
402
Bank of Montreal
Ontario, Canada
$11.5K +$5.19M +135,401 +84%
CP
403
Castleview Partners
Texas
$11.1K -$27.3K -712 -36%
GRP
404
Global Retirement Partners
California
$10K -$15.3K -400 -57%
PMFA
405
Plante Moran Financial Advisors
Michigan
$10K
PA
406
Parallel Advisors
California
$10K +$3.26K +85 +38%
C
407
Covestor
United Kingdom
$9K
SSG
408
Summit Securities Group
New York
$9K
TFGT
409
TS Financial Group (TSFG)
Illinois
$9K
MAM
410
Meeder Asset Management
Ohio
$9K +$10K +262 +1,092%
GIA
411
GHP Investment Advisors
Colorado
$9K +$11.3K +295 New
GWSG
412
GPS Wealth Strategies Group
Colorado
$9K +$11.5K +300 New
CFO
413
CVA Family Office
Colorado
$8K -$14.6K -380 -61%
FCA
414
FinTrust Capital Advisors
South Carolina
$7K
GEA
415
Glen Eagle Advisors
New Jersey
$6.33K
BFEC
416
Benjamin F. Edwards & Company
Missouri
$6K
CCA
417
Column Capital Advisors
Indiana
$6K
CI
418
CAZ Investments
Texas
$6K +$7.66K +200 New
ARMC
419
American Research & Management Company
Massachusetts
$5K
QCG
420
Quadrant Capital Group
Ohio
$5K +$3.07K +80 +125%
GWS
421
Glassman Wealth Services
Virginia
$5K +$3.75K +98 +213%
CCM
422
Chilton Capital Management
Texas
$5K +$6.09K +159 New
SIC
423
Salem Investment Counselors
North Carolina
$4K
S
424
SignatureFD
Georgia
$3K -$805 -21 -16%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$3K