We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
426
Snowden Capital Advisors
New York
$222K -$159K -2,885 -39%
DWM
427
Diversify Wealth Management
Utah
$221K +$255K +4,618 New
FWP
428
Flatrock Wealth Partners
California
$220K -$1.32K -24 -0.5%
VI
429
Vestcor Inc
New Brunswick, Canada
$220K
SAM
430
Storebrand Asset Management
Norway
$219K -$499K -9,052 -67%
HA
431
Herold Advisors
New York
$218K
PFO
432
PMG Family Office
Texas
$217K +$3.97K +72 +2%
RCG
433
Regatta Capital Group
California
$214K
CSA
434
Cornerstone Select Advisors
Missouri
$214K
CB
435
Commerce Bank
Missouri
$213K -$41.4K -750 -15%
BC
436
Barrett & Company
Rhode Island
$213K
SCP
437
Stamos Capital Partners
California
$212K +$242K +4,382 New
DG
438
DMC Group
Alabama
$209K -$134K -2,437 -36%
GT
439
Glenmede Trust
Pennsylvania
$209K -$12.8K -233 -5%
Twin Tree Management
440
Twin Tree Management
Texas
$207K +$236K +4,284 New
Envestnet Portfolio Solutions
441
Envestnet Portfolio Solutions
Illinois
$207K -$63.7K -1,155 -21%
IPAM
442
Investment Partners Asset Management
New Jersey
$206K
BPCE
443
Bank Pictet & Cie (Europe)
Germany
$206K
LFG
444
Larson Financial Group
Missouri
$205K +$33.9K +615 +17%
MYIA
445
Mount Yale Investment Advisors
Colorado
$201K +$229K +4,161 New
SW
446
SlateStone Wealth
Florida
$201K -$159K -2,875 -41%
EH
447
Equitable Holdings
New York
$201K -$3.64K -66 -2%
UB
448
UMB Bank
Missouri
$190K -$25.1K -456 -10%
AUB
449
Atlantic Union Bankshares
Virginia
$178K -$2.32K -42 -1%
SAS
450
Stelac Advisory Services
New York
$174K -$50.7K -920 -20%