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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
401
Bell Investment Advisors
California
$9.58K +$6.74K +236 +278%
PMFA
402
Plante Moran Financial Advisors
Michigan
$9.57K – – –
EWM
403
Evermay Wealth Management
Virginia
$9.19K +$8.79K +308 New
TFGT
404
TS Financial Group (TSFG)
Illinois
$9K – – –
S
405
SignatureFD
Georgia
$8.95K +$8.56K +300 New
GIA
406
GHP Investment Advisors
Colorado
$8.8K – – –
PA
407
Parallel Advisors
California
$7.76K +$143 +5 +2%
CTA
408
Colonial Trust Advisors
South Carolina
$7.52K +$7.19K +252 New
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.54K – – –
BFEC
410
Benjamin F. Edwards & Company
Missouri
$6K – – –
CAL
411
Capital Advisors Ltd
Ohio
$6K +$3.97K +139 +278%
GEA
412
Glen Eagle Advisors
New Jersey
$5.97K – – –
GWS
413
Glassman Wealth Services
Virginia
$4.98K +$3.57K +125 +298%
EI
414
Ellevest Inc
New York
$4.24K -$2.34K -82 -37%
SIC
415
Salem Investment Counselors
North Carolina
$4.21K – – –
LS
416
Livforsakringsbolaget Skandia
Sweden
$2.98K – – –
CSPIA
417
Cary Street Partners Investment Advisory
Virginia
$2.98K +$2.85K +100 New
AWM
418
Accurate Wealth Management
Florida
$2.93K +$2.57K +90 New
PFBT
419
Parkside Financial Bank & Trust
Missouri
$2.92K +$314 +11 +13%
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$2K -$457 -16 -20%
QCG
421
Quadrant Capital Group
Ohio
$1.7K +$656 +23 +68%
FFA
422
Farther Finance Advisors
California
$1.22K +$1.17K +41 New
CCM
423
Cribstone Capital Management
Maine
$1.04K – – –
PTC
424
Private Trust Company
Ohio
$1K -$913 -32 -50%
BTI
425
Blue Trust Inc
Georgia
$1K +$1.08K +38 +115%
15 16
17
18 19