We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
451
Valley National Advisers
Pennsylvania
$64K – – –
PA
452
Parallel Advisors
California
$61.8K +$986 +21 +1%
RAM
453
Ramirez Asset Management
New York
$59K – – –
RIL
454
Rothschild Investment LLC
Illinois
$58.7K -$6.34K -135 -9%
GIM
455
Gold Investment Management
Alberta, Canada
$58.2K – – –
KFAS
456
Keating Financial Advisory Services
Kansas
$58K +$5.92K +126 +10%
TE
457
Tema ETFs
New York
$53.2K -$35.3K -751 -37%
EWA
458
EverSource Wealth Advisors
Alabama
$52.6K -$29.4K -626 -33%
SAM
459
Smartleaf Asset Management
Massachusetts
$52.4K – – –
CFO
460
CVA Family Office
Colorado
$51.8K +$10.7K +227 +23%
LI
461
LRI Investments
Florida
$51.3K +$8.6K +183 +18%
GIA
462
GHP Investment Advisors
Colorado
$49.9K – – –
Bessemer Group
463
Bessemer Group
New Jersey
$48K +$9.21K +196 +21%
A
464
Allianz
Germany
$45.9K +$51.2K +1,090 New
MG
465
Mather Group
Illinois
$42.1K – – –
EP
466
Essential Partners
California
$42K +$17.4K +370 +59%
CB
467
Community Bank
New York
$41.2K +$9.68K +206 +27%
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$40.5K +$12.1K +258 +37%
IA
469
IFP Advisors
Florida
$37.1K -$12.6K -268 -23%
AF
470
Allworth Financial
California
$35.5K -$23.1K -491 -37%
HI
471
Harbour Investments
Wisconsin
$34.2K +$141 +3 +0.4%
BCWM
472
Bartlett & Co Wealth Management
Ohio
$34.1K – – –
CIA
473
Cape Investment Advisory
Georgia
$32.5K +$36.2K +771 New
CSPIA
474
Cary Street Partners Investment Advisory
Virginia
$30.4K -$845 -18 -2%
OC
475
Oakworth Capital
Alabama
$30K – – –