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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$9.57K – – –
EWM
402
Evermay Wealth Management
Virginia
$9.19K +$8.79K +308 New
TFGT
403
TS Financial Group (TSFG)
Illinois
$9K – – –
S
404
SignatureFD
Georgia
$8.95K +$8.56K +300 New
GIA
405
GHP Investment Advisors
Colorado
$8.8K – – –
PA
406
Parallel Advisors
California
$7.76K +$143 +5 +2%
CTA
407
Colonial Trust Advisors
South Carolina
$7.52K +$7.19K +252 New
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.54K – – –
BFEC
409
Benjamin F. Edwards & Company
Missouri
$6K – – –
CAL
410
Capital Advisors Ltd
Ohio
$6K +$3.97K +139 +278%
GEA
411
Glen Eagle Advisors
New Jersey
$5.97K – – –
GWS
412
Glassman Wealth Services
Virginia
$4.98K +$3.57K +125 +298%
EI
413
Ellevest Inc
New York
$4.24K -$2.34K -82 -37%
SIC
414
Salem Investment Counselors
North Carolina
$4.21K – – –
LS
415
Livforsakringsbolaget Skandia
Sweden
$2.98K – – –
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$2.98K +$2.85K +100 New
AWM
417
Accurate Wealth Management
Florida
$2.93K +$2.57K +90 New
PFBT
418
Parkside Financial Bank & Trust
Missouri
$2.92K +$314 +11 +13%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$2K -$457 -16 -20%
QCG
420
Quadrant Capital Group
Ohio
$1.7K +$656 +23 +68%
FFA
421
Farther Finance Advisors
California
$1.22K +$1.17K +41 New
CCM
422
Cribstone Capital Management
Maine
$1.04K – – –
PTC
423
Private Trust Company
Ohio
$1K -$913 -32 -50%
BTI
424
Blue Trust Inc
Georgia
$1K +$1.08K +38 +115%
ACP
425
Arcus Capital Partners
Georgia
$895 +$856 +30 New
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