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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
426
Tennessee Valley Asset Management Partners
Tennessee
$16.8K +$13.6K +412 New
CPG
427
Cornerstone Planning Group
New Jersey
$16.7K -$1.25K -38 -8%
PS
428
Principal Securities
Iowa
$14.2K +$11.5K +348 New
EWM
429
Evermay Wealth Management
Virginia
$12.5K
AF
430
Allworth Financial
California
$12.2K -$1.81K -55 -15%
TFGT
431
TS Financial Group (TSFG)
Illinois
$12K
HNB
432
Huntington National Bank
Ohio
$11.9K +$263 +8 +3%
C
433
Covestor
United Kingdom
$11K -$16.3K -495 -64%
NB
434
NBT Bank
New York
$10.8K +$8.76K +266 New
PA
435
Parallel Advisors
California
$10.4K
CTA
436
Colonial Trust Advisors
South Carolina
$10.2K
AWM
437
Atticus Wealth Management
Florida
$10.2K
BTI
438
Blue Trust Inc
Georgia
$10K +$6.16K +187 +158%
FMTCOCP
439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$7.84K +238 New
GWS
440
Glassman Wealth Services
Virginia
$9.24K +$1.35K +41 +22%
GEA
441
Glen Eagle Advisors
New Jersey
$8.14K
MSG
442
Main Street Group
Virginia
$8.14K +$6.58K +200 New
BGAI
443
Bruce G. Allen Investments
Colorado
$8.1K +$6.55K +199 New
BIA
444
Bell Investment Advisors
California
$7.41K +$1.15K +35 +24%
RIM
445
Rakuten Investment Management
Japan
$6.46K +$5.1K +155 New
FHA
446
First Horizon Advisors
Tennessee
$6.35K
FFO
447
Fortitude Family Office
Arizona
$5.7K +$4.61K +140 New
BHWM
448
Beaird Harris Wealth Management
Texas
$5.33K +$4.31K +131 New
HI
449
Harbour Investments
Wisconsin
$5K +$4.05K +123 New
PCMC
450
Planning Capital Management Corporation
Pennsylvania
$4.67K +$4.21K +128 New