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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
426
Tower View Wealth Management
Wisconsin
$98K
AIM
427
Anchor Investment Management
South Carolina
$97.8K
CP
428
Castleview Partners
Texas
$97K -$5.16M -107,800 -98%
SFO
429
Standard Family Office
South Dakota
$95K +$92.7K +1,938 New
PI
430
PineBridge Investments
New York
$89K -$157K -3,279 -64%
US Bancorp
431
US Bancorp
Minnesota
$84K +$479 +10 +0.6%
AIG
432
American International Group
New York
$83K -$2.15K -45 -3%
BWL
433
Bogart Wealth LLC
Virginia
$75K +$72.9K +1,524 New
LS
434
Livforsakringsbolaget Skandia
Sweden
$73K
VNA
435
Valley National Advisers
Pennsylvania
$72K +$70K +1,462 New
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$70K +$18.9K +395 +38%
Group One Trading
437
Group One Trading
Illinois
$64K +$63K +1,317 New
EDRH
438
Edmond de Rothschild Holding
Switzerland
$63K
WT
439
Washington Trust
Rhode Island
$49K
HA
440
Herold Advisors
New York
$48.9K +$47.9K +1,000 New
PI
441
Parkside Investments
Illinois
$48K +$47.9K +1,000 New
GWM
442
Geneos Wealth Management
Colorado
$36K +$6.13K +128 +21%
CFO
443
CVA Family Office
Colorado
$31K +$21.5K +450 +257%
EI
444
Ellevest Inc
New York
$30K -$48 -1 -0.2%
BC
445
Burleson & Co
California
$29K +$28.7K +600 New
GC
446
Gould Capital
Washington
$26K +$144 +3 +0.6%
HCP
447
Hexagon Capital Partners
Arkansas
$25K -$4.88K -102 -17%
GRP
448
Global Retirement Partners
California
$25K +$33.5K +700 New
RTC
449
Riverview Trust Company
Washington
$17K +$16.4K +343 New
PMFA
450
Plante Moran Financial Advisors
Michigan
$16K +$957 +20 +7%