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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Larson Financial Group
Missouri
$115K +$6.03K +119 +6%
TVWM
452
Tower View Wealth Management
Wisconsin
$111K +$608 +12 +0.5%
SS
453
Sunbelt Securities
Texas
$101K +$50.7K +1,000 +100%
CWP
454
Concord Wealth Partners
Virginia
$101K
CTC
455
Central Trust Company
Missouri
$96.9K +$97.3K +1,920 New
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$96.8K -$456 -9 -0.5%
RS
457
R Squared
Hong Kong
$89.9K +$90.2K +1,780 New
LS
458
Livforsakringsbolaget Skandia
Sweden
$85.8K
BWL
459
Bogart Wealth LLC
Virginia
$78.1K
OAM
460
Ostrum Asset Management
France
$76.1K -$3.19K -63 -4%
QL
461
Quarry LP
New York
$71.1K +$71.4K +1,408 New
PS
462
Principal Securities
Iowa
$70.8K +$25.1K +495 +55%
GIM
463
Gold Investment Management
Alberta, Canada
$69.8K
CFGS
464
Concourse Financial Group Securities
Alabama
$69.5K +$11.9K +235 +24%
IA
465
IFP Advisors
Florida
$67.1K +$21.5K +424 +47%
BFPW
466
BOK Financial Private Wealth
Colorado
$65.6K
RIL
467
Rothschild Investment LLC
Illinois
$62.6K -$507 -10 -0.8%
SAM
468
Smartleaf Asset Management
Massachusetts
$62.1K +$15K +296 +32%
CWM
469
Compass Wealth Management
Connecticut
$61.3K
RWS
470
Retirement Wealth Solutions
Wisconsin
$57.1K +$57.5K +1,135 New
HCP
471
Hexagon Capital Partners
Arkansas
$54.5K +$3.85K +76 +8%
EWA
472
EverSource Wealth Advisors
Alabama
$53.7K +$34K +671 +171%
JFGIW
473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53.4K +$48.2K +951 New
BCWM
474
Bartlett & Co Wealth Management
Ohio
$50.5K
WT
475
Washington Trust
Rhode Island
$50.5K