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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
TP
426
Tranquility Partners
Tennessee
$327K +$61.2K +979 +23%
CSP
427
Cary Street Partners
Virginia
$326K -$2.69K -43 -0.8%
MWM
428
Mission Wealth Management
California
$323K +$562 +9 +0.2%
KCM
429
KRS Capital Management
Michigan
$321K
HIA
430
Harbor Investment Advisory
Maryland
$314K
CB
431
Commerce Bank
Missouri
$310K +$309K +4,949 New
BL
432
BFSG LLC
California
$308K -$152K -2,430 -33%
DAS
433
Dynamic Advisor Solutions
Arizona
$302K -$31.4K -503 -9%
SAS
434
Stelac Advisory Services
New York
$294K
SWM
435
Spire Wealth Management
Virginia
$291K -$50.7K -811 -15%
CFAM
436
Center For Asset Management
Florida
$288K -$27.9K -447 -9%
VI
437
Vestcor Inc
New Brunswick, Canada
$285K
IPAM
438
Investment Partners Asset Management
New Jersey
$284K
HA
439
Herold Advisors
New York
$282K
Rafferty Asset Management
440
Rafferty Asset Management
New York
$282K +$281K +4,500 New
RCG
441
Regatta Capital Group
California
$278K
SCP
442
Stamos Capital Partners
California
$277K -$642K -10,282 -70%
CSA
443
Cornerstone Select Advisors
Missouri
$277K
EIA
444
Edgemoor Investment Advisors
Maryland
$277K +$276K +4,414 New
PFO
445
PMG Family Office
Texas
$276K +$275K +4,409 New
BC
446
Barrett & Company
Rhode Island
$276K
Allspring Global Investments
447
Allspring Global Investments
North Carolina
$274K +$2.94K +47 +1%
GIM
448
Glenmede Investment Management
Pennsylvania
$269K +$268K +4,285 New
BPCE
449
Bank Pictet & Cie (Europe)
Germany
$266K
AFG
450
Atomi Financial Group
New York
$260K +$259K +4,154 New