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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
401
Bank of Nova Scotia
Ontario, Canada
$399K -$1.13M -18,122 -74%
DAS
402
Diversify Advisory Services
Utah
$396K -$67.2K -1,076 -12%
WPC
403
Wedmont Private Capital
Pennsylvania
$393K +$34.3K +549 +9%
VWA
404
Visionary Wealth Advisors
Illinois
$393K +$125 +2 +0%
SO
405
STRS Ohio
Ohio
$392K -$1.58M -25,317 -80%
SOAMC
406
Spirit of America Management Corp
New York
$379K
PCA
407
Pallas Capital Advisors
Massachusetts
$378K +$1.37K +22 +0.4%
NA
408
NewEdge Advisors
Louisiana
$375K +$29K +465 +8%
AO
409
Advisor OS
Illinois
$374K -$36.2K -580 -9%
MOS
410
MGO One Seven
Ohio
$374K +$77.2K +1,236 +26%
HAG
411
HighPoint Advisor Group
Illinois
$373K +$372K +5,951 New
PNAA
412
Pictet North America Advisors
Switzerland
$373K
PA
413
Profund Advisors
Maryland
$370K +$86.3K +1,381 +30%
EDRH
414
Edmond de Rothschild Holding
Switzerland
$367K -$443K -7,091 -55%
TI
415
Tidal Investments
Wisconsin
$367K +$365K +5,849 New
EH
416
Equitable Holdings
New York
$365K +$364K +5,829 New
D.E. Shaw & Co
417
D.E. Shaw & Co
New York
$365K +$364K +5,822 New
MA
418
MJP Associates
Connecticut
$365K -$3.12K -50 -0.9%
WIA
419
Westbourne Investment Advisors
Maryland
$364K -$18.7K -300 -5%
JIP
420
Jaffetilchin Investment Partners
Florida
$357K +$4.06K +65 +1%
PWM
421
Prentice Wealth Management
New York
$356K +$3.56K +57 +1%
NP
422
NorthRock Partners
Minnesota
$353K +$352K +5,634 New
VT
423
Volterra Technologies
New York
$347K +$345K +5,528 New
HCPC
424
Hamilton Capital Partners (Canada)
$340K -$26K -416 -7%
CCWM
425
Cassaday & Co Wealth Management
Virginia
$336K