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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$56K +$56K +1,028 New
WT
427
Washington Trust
Rhode Island
$55K – – –
ZB
428
Zions Bancorporation
Utah
$50K – – –
Canada Pension Plan Investment Board
429
Canada Pension Plan Investment Board
Ontario, Canada
$45K +$45.1K +828 New
EI
430
Ellevest Inc
New York
$34K +$28K +515 +495%
HCP
431
Hexagon Capital Partners
Arkansas
$33K – – –
GWM
432
Geneos Wealth Management
Colorado
$33K +$163 +3 +0.5%
GC
433
Gould Capital
Washington
$29K +$29K +532 New
BFEC
434
Benjamin F. Edwards & Company
Missouri
$27K – – –
AIM
435
AHL Investment Management
Florida
$22K +$21.8K +400 New
PMFA
436
Plante Moran Financial Advisors
Michigan
$16K – – –
TFGT
437
TS Financial Group (TSFG)
Illinois
$16K – – –
AssetMark Inc
438
AssetMark Inc
California
$12K +$11.7K +214 New
PA
439
Parallel Advisors
California
$11K +$1.03K +19 +10%
CFO
440
CVA Family Office
Colorado
$10K +$9.53K +175 New
CCM
441
Chilton Capital Management
Texas
$9K +$8.66K +159 New
ARMC
442
American Research & Management Company
Massachusetts
$8K – – –
AS
443
Altshuler Shaham
Israel
$7K -$1.25K -23 -14%
LWA
444
Lenox Wealth Advisors
New York
$7K +$6.81K +125 New
S
445
SignatureFD
Georgia
$7K +$6.97K +128 New
PFGIA
446
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
BIA
447
Bell Investment Advisors
California
$5K +$5.12K +94 New
DFCM
448
Dark Forest Capital Management
Puerto Rico
$4K +$762 +14 +23%
HI
449
Harbour Investments
Wisconsin
$2K -$72.7K -1,335 -97%
CCM
450
Cribstone Capital Management
Maine
$2K – – –