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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Bogart Wealth LLC
426
Bogart Wealth LLC
Virginia
$67.4K +$50 +1 +0.1%
CIBC Private Wealth Group
427
CIBC Private Wealth Group
Georgia
$66.5K +$1.34K +27 +1%
A
428
AlphaQuest
New York
$65.6K -$120K -2,412 -62%
OAM
429
Ostrum Asset Management
France
$62.8K -$3.32K -67 -4%
GIM
430
Gold Investment Management
Alberta, Canada
$60.2K – – –
BFPW
431
BOK Financial Private Wealth
Colorado
$56.7K – – –
RIL
432
Rothschild Investment LLC
Illinois
$53.6K -$496 -10 -0.8%
Bessemer Group
433
Bessemer Group
New Jersey
$53K +$43K +867 +248%
CWM
434
Compass Wealth Management
Connecticut
$53K – – –
EverSource Wealth Advisors
435
EverSource Wealth Advisors
Alabama
$51.3K +$5.7K +115 +11%
VNA
436
Valley National Advisers
Pennsylvania
$50K +$30.3K +611 +112%
Smartleaf Asset Management
437
Smartleaf Asset Management
Massachusetts
$50K -$3.52K -71 -6%
IFP Advisors
438
IFP Advisors
Florida
$49.1K -$10K -202 -15%
HCP
439
Hexagon Capital Partners
Arkansas
$47.7K +$793 +16 +1%
Brooklyn Investment Group
440
Brooklyn Investment Group
New York
$46.3K +$11.7K +236 +29%
Federation des caisses Desjardins du Quebec
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.3K +$26.7K +539 +108%
RWS
442
Retirement Wealth Solutions
Wisconsin
$44.9K -$5.26K -106 -9%
Bartlett & Co Wealth Management
443
Bartlett & Co Wealth Management
Ohio
$43.6K – – –
Farther Finance Advisors
444
Farther Finance Advisors
California
$43.1K +$26K +525 +117%
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.5K – – –
CFO
446
CVA Family Office
Colorado
$38.4K +$843 +17 +2%
NC
447
NewSquare Capital
Pennsylvania
$38.1K +$43K +867 +14,450%
National Pension Service
448
National Pension Service
South Korea
$37.9K +$18.4K +372 +75%
MAI Capital Management
449
MAI Capital Management
Ohio
$36.9K +$50 +1 +0.1%
Geneos Wealth Management
450
Geneos Wealth Management
Colorado
$28.3K +$28.5K +574 +755%