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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
426
Concord Wealth Partners
Virginia
$98K – – –
TVWM
427
Tower View Wealth Management
Wisconsin
$98K – – –
AIM
428
Anchor Investment Management
South Carolina
$97.8K – – –
CP
429
Castleview Partners
Texas
$97K +$95.7K +2,000 New
SFO
430
Standard Family Office
South Dakota
$95K +$92.7K +1,938 New
PI
431
PineBridge Investments
New York
$89K -$157K -3,279 -64%
US Bancorp
432
US Bancorp
Minnesota
$84K +$479 +10 +0.6%
AIG
433
American International Group
New York
$83K -$2.15K -45 -3%
BWL
434
Bogart Wealth LLC
Virginia
$75K +$72.9K +1,524 New
LS
435
Livforsakringsbolaget Skandia
Sweden
$73K – – –
VNA
436
Valley National Advisers
Pennsylvania
$72K +$70K +1,462 New
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$70K +$18.9K +395 +38%
Group One Trading
438
Group One Trading
Illinois
$64K +$63K +1,317 New
EDRH
439
Edmond de Rothschild Holding
Switzerland
$63K – – –
WT
440
Washington Trust
Rhode Island
$49K – – –
HA
441
Herold Advisors
New York
$48.9K +$47.9K +1,000 New
PI
442
Parkside Investments
Illinois
$48K +$47.9K +1,000 New
GWM
443
Geneos Wealth Management
Colorado
$36K +$6.13K +128 +21%
CFO
444
CVA Family Office
Colorado
$31K +$21.5K +450 +257%
EI
445
Ellevest Inc
New York
$30K -$48 -1 -0.2%
BC
446
Burleson & Co
California
$29K +$28.7K +600 New
GC
447
Gould Capital
Washington
$26K +$144 +3 +0.6%
HCP
448
Hexagon Capital Partners
Arkansas
$25K -$4.88K -102 -17%
GRP
449
Global Retirement Partners
California
$25K +$33.5K +700 New
RTC
450
Riverview Trust Company
Washington
$17K +$16.4K +343 New