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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Parallel Advisors
California
$61.8K +$986 +21 +1%
RAM
452
Ramirez Asset Management
New York
$59K
RIL
453
Rothschild Investment LLC
Illinois
$58.7K -$6.34K -135 -9%
GIM
454
Gold Investment Management
Alberta, Canada
$58.2K
KFAS
455
Keating Financial Advisory Services
Kansas
$58K +$5.92K +126 +10%
TE
456
Tema ETFs
New York
$53.2K -$35.3K -751 -37%
EWA
457
EverSource Wealth Advisors
Alabama
$52.6K -$29.4K -626 -33%
SAM
458
Smartleaf Asset Management
Massachusetts
$52.4K
CFO
459
CVA Family Office
Colorado
$51.8K +$10.7K +227 +23%
LI
460
LRI Investments
Florida
$51.3K +$8.6K +183 +18%
GIA
461
GHP Investment Advisors
Colorado
$49.9K
Bessemer Group
462
Bessemer Group
New Jersey
$48K +$9.21K +196 +21%
A
463
Allianz
Germany
$45.9K +$51.2K +1,090 New
MG
464
Mather Group
Illinois
$42.1K
EP
465
Essential Partners
California
$42K +$17.4K +370 +59%
CB
466
Community Bank
New York
$41.2K +$9.68K +206 +27%
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$40.5K +$12.1K +258 +37%
IA
468
IFP Advisors
Florida
$37.1K -$12.6K -268 -23%
AF
469
Allworth Financial
California
$35.5K -$23.1K -491 -37%
HI
470
Harbour Investments
Wisconsin
$34.2K +$141 +3 +0.4%
BCWM
471
Bartlett & Co Wealth Management
Ohio
$34.1K
CIA
472
Cape Investment Advisory
Georgia
$32.5K +$36.2K +771 New
CSPIA
473
Cary Street Partners Investment Advisory
Virginia
$30.4K -$845 -18 -2%
OC
474
Oakworth Capital
Alabama
$30K
IFWM
475
Institute for Wealth Management
Colorado
$27.8K +$31K +660 New