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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
401
Westbourne Investment Advisors
Maryland
$343K
Credit Agricole
402
Credit Agricole
France
$337K -$1.28M -22,575 -80%
JIP
403
Jaffetilchin Investment Partners
Florida
$332K -$4.15K -73 -1%
PAG
404
Private Advisor Group
New Jersey
$329K -$181K -3,186 -36%
AO
405
Advisor OS
Illinois
$325K -$26.6K -468 -8%
T
406
TOBAM
France
$325K +$311K +5,482 +22,842%
HAG
407
HighPoint Advisor Group
Illinois
$325K -$25.8K -454 -8%
PA
408
Profund Advisors
Maryland
$324K -$24.8K -436 -7%
Envestnet Portfolio Solutions
409
Envestnet Portfolio Solutions
Illinois
$321K -$69.6K -1,225 -18%
M&T Bank
410
M&T Bank
New York
$318K +$306K +5,385 New
CCWM
411
Cassaday & Co Wealth Management
Virginia
$317K
MA
412
MJP Associates
Connecticut
$316K -$26.8K -471 -8%
Wellington Management Group
413
Wellington Management Group
Massachusetts
$314K +$114K +2,006 +61%
SFC
414
SYM Financial Corp
Indiana
$313K -$110K -1,937 -27%
CSP
415
Cary Street Partners
Virginia
$307K
CB
416
Commerce Bank
Missouri
$305K +$12K +212 +4%
MWM
417
Mission Wealth Management
California
$304K -$341 -6 -0.1%
KCM
418
KRS Capital Management
Michigan
$303K
HFS
419
Hantz Financial Services
Michigan
$299K +$127K +2,227 +79%
HIA
420
Harbor Investment Advisory
Maryland
$296K
HCPC
421
Hamilton Capital Partners (Canada)
$294K -$25.7K -453 -8%
TP
422
Tranquility Partners
Tennessee
$292K -$16.4K -288 -6%
BL
423
BFSG LLC
California
$291K
JF
424
Jump Financial
Illinois
$288K +$277K +4,873 New
TWP
425
Triad Wealth Partners
Kansas
$286K -$160K -2,813 -37%