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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
451
Private Trust Company
Ohio
$27.7K +$15.9K +321 +102%
Arax Advisory Partners
452
Arax Advisory Partners
Colorado
$26.2K +$29.8K +600 New
CWP
453
Clark Wealth Partners
Illinois
$25.9K – – –
GXJ
454
Global X Japan
Japan
$25.8K +$1.09K +22 +4%
MSG
455
Main Street Group
Virginia
$24.8K – – –
GSWM
456
Golden State Wealth Management
California
$21.8K – – –
MassMutual Private Wealth & Trust
457
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$11.9K +240 +98%
CPG
458
Cornerstone Planning Group
New Jersey
$19.5K +$3.22K +65 +14%
RA
459
Rise Advisors
New York
$19.1K +$21.8K +439 New
Acadian Asset Management
460
Acadian Asset Management
Massachusetts
$19K – – –
CSPIA
461
Cary Street Partners Investment Advisory
Virginia
$17.8K +$8.63K +174 +74%
CAL
462
Capital Advisors Ltd
Ohio
$17K – – –
Parallel Advisors
463
Parallel Advisors
California
$16.8K -$248 -5 -1%
WF
464
Wayfinding Financial
Washington
$14K +$17K +342 New
First Horizon Advisors
465
First Horizon Advisors
Tennessee
$13.8K -$1.69K -34 -10%
TFGT
466
TS Financial Group (TSFG)
Illinois
$13K – – –
C
467
Covestor
United Kingdom
$13K +$149 +3 +1%
PWM
468
Proathlete Wealth Management
Florida
$12.9K +$14.7K +297 New
SignatureFD
469
SignatureFD
Georgia
$12.9K +$1.64K +33 +13%
Kestra Investment Management
470
Kestra Investment Management
Texas
$12.6K +$14.4K +290 New
NB
471
NBT Bank
New York
$11.6K – – –
AWM
472
Atticus Wealth Management
Florida
$10.9K – – –
FMTCOCP
473
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
AF
474
Advisornet Financial
Minnesota
$9.55K -$16.1K -324 -60%
HWM
475
Hemington Wealth Management
Virginia
$9K +$2.38K +48 +29%