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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
GXJ
451
Global X Japan
Japan
$25.8K +$1.09K +22 +4%
MSG
452
Main Street Group
Virginia
$24.8K
GSWM
453
Golden State Wealth Management
California
$21.8K
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$11.9K +240 +98%
CPG
455
Cornerstone Planning Group
New Jersey
$19.5K +$3.22K +65 +14%
RA
456
Rise Advisors
New York
$19.1K +$21.8K +439 New
Acadian Asset Management
457
Acadian Asset Management
Massachusetts
$19K
CSPIA
458
Cary Street Partners Investment Advisory
Virginia
$17.8K +$8.63K +174 +74%
CAL
459
Capital Advisors Ltd
Ohio
$17K
PA
460
Parallel Advisors
California
$16.8K -$248 -5 -1%
WF
461
Wayfinding Financial
Washington
$14K +$17K +342 New
FHA
462
First Horizon Advisors
Tennessee
$13.8K -$1.69K -34 -10%
TFGT
463
TS Financial Group (TSFG)
Illinois
$13K
C
464
Covestor
United Kingdom
$13K +$149 +3 +1%
PWM
465
Proathlete Wealth Management
Florida
$12.9K +$14.7K +297 New
S
466
SignatureFD
Georgia
$12.9K +$1.64K +33 +13%
KIM
467
Kestra Investment Management
Texas
$12.6K +$14.4K +290 New
NB
468
NBT Bank
New York
$11.6K
AWM
469
Atticus Wealth Management
Florida
$10.9K
FMTCOCP
470
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
AF
471
Advisornet Financial
Minnesota
$9.55K -$16.1K -324 -60%
HWM
472
Hemington Wealth Management
Virginia
$9K +$2.38K +48 +29%
BI
473
Binnacle Investments
Iowa
$8.89K +$10.1K +204 New
BCM
474
Berbice Capital Management
New York
$8.72K
GEA
475
Glen Eagle Advisors
New Jersey
$8.72K