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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
401
Fort Point Capital Partners
California
$264K -$20K -395 -7%
TI
402
Tidal Investments
Wisconsin
$264K +$15.5K +306 +6%
RCG
403
Regatta Capital Group
California
$260K
MWM
404
Mission Wealth Management
California
$259K +$5.58K +110 +2%
KCM
405
KRS Capital Management
Michigan
$259K
CCB
406
Cutter & Co Brokerage
Missouri
$258K +$1.32K +26 +0.5%
YIA
407
YHB Investment Advisors
Connecticut
$256K
SC
408
Slow Capital
California
$255K
CFAM
409
Center For Asset Management
Florida
$254K +$255K +5,033 New
CLA
410
Carnegie Lake Advisors
New Jersey
$253K
PA
411
Profund Advisors
Maryland
$251K -$35.8K -706 -12%
VA
412
Vident Advisory
Georgia
$250K -$26.8K -528 -10%
SWM
413
Spire Wealth Management
Virginia
$249K -$203 -4 -0.1%
UB
414
UMB Bank
Missouri
$246K -$6.49K -128 -3%
DWP
415
Daymark Wealth Partners
Ohio
$244K -$3.8K -75 -2%
DAS
416
Dynamic Advisor Solutions
Arizona
$244K -$29.5K -581 -11%
FC
417
Farringdon Capital
United Kingdom
$244K +$245K +4,827 New
Rafferty Asset Management
418
Rafferty Asset Management
New York
$243K -$1.42K -28 -0.6%
ACM
419
Avalon Capital Management
California
$241K
IPAM
420
Investment Partners Asset Management
New Jersey
$237K
MCP
421
Mirador Capital Partners
California
$235K +$236K +4,648 New
TP
422
Tranquility Partners
Tennessee
$234K -$10.6K -210 -4%
VI
423
Vestcor Inc
New Brunswick, Canada
$230K
CI Investments Inc
424
CI Investments Inc
Ontario, Canada
$229K -$45.4K -896 -17%
HA
425
Herold Advisors
New York
$227K +$228K +4,500 New