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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
451
Aaron Wealth Advisors
Illinois
$16.5K +$16.2K +338 New
PMFA
452
Plante Moran Financial Advisors
Michigan
$16K +$957 +20 +7%
TFGT
453
TS Financial Group (TSFG)
Illinois
$15K – – –
SSG
454
Summit Securities Group
New York
$15K +$14.4K +300 New
C
455
Covestor
United Kingdom
$14K +$13.4K +281 +2,810%
LWA
456
Lenox Wealth Advisors
New York
$11K +$5.79K +121 +97%
PA
457
Parallel Advisors
California
$10K +$814 +17 +8%
CCA
458
Column Capital Advisors
Indiana
$10K +$9.57K +200 New
FCA
459
FinTrust Capital Advisors
South Carolina
$10K +$9.57K +200 New
GEA
460
Glen Eagle Advisors
New Jersey
$9.78K +$9.57K +200 New
BFEC
461
Benjamin F. Edwards & Company
Missouri
$9K -$13.9K -290 -60%
SIC
462
Salem Investment Counselors
North Carolina
$7K -$72.3K -1,511 -91%
ARMC
463
American Research & Management Company
Massachusetts
$7K – – –
TWC
464
TD Waterhouse Canada
Ontario, Canada
$6.92K +$6.7K +140 New
S
465
SignatureFD
Georgia
$6K – – –
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
COCM
467
Charter Oak Capital Management
New Hampshire
$4K +$3.59K +75 New
FF
468
FourThought Financial
Florida
$4K +$3.59K +75 New
Lazard Asset Management
469
Lazard Asset Management
New York
$4K +$4.5K +94 New
PCG
470
Private Capital Group
Connecticut
$3K +$2.49K +52 New
QCG
471
Quadrant Capital Group
Ohio
$3K +$2.82K +59 +1,180%
CCM
472
Cribstone Capital Management
Maine
$2K – – –
GWS
473
Glassman Wealth Services
Virginia
$2K +$1.58K +33 +254%
WAM
474
Worth Asset Management
Texas
$2K +$2.39K +50 New
EWA
475
EverSource Wealth Advisors
Alabama
$1K – – –