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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
451
Merit Financial Group
Georgia
$227K +$25.2K +444 +13%
AC
452
AlphaCore Capital
California
$226K +$217K +3,819 New
ACM
453
Avalon Capital Management
California
$225K
CMMS
454
Comprehensive Money Management Services
Florida
$222K +$214K +3,760 New
IAIM
455
International Assets Investment Management
Florida
$221K -$41.1K -723 -16%
CFO
456
Callan Family Office
Pennsylvania
$219K +$6.14K +108 +3%
WCA
457
Whetstone Capital Advisors
Kansas
$218K +$18K +317 +9%
AUB
458
Atlantic Union Bankshares
Virginia
$218K -$568 -10 -0.3%
SFS
459
Sowell Financial Services
Arkansas
$218K -$2.61K -46 -1%
GHA
460
GW Henssler & Associates
Georgia
$217K +$12.3K +217 +6%
CLA
461
Carnegie Lake Advisors
New Jersey
$217K
CL
462
Choreo LLC
Illinois
$215K -$1.08K -19 -0.5%
TI
463
Tidal Investments
Wisconsin
$215K -$126K -2,218 -38%
LFG
464
Larson Financial Group
Missouri
$214K +$8.07K +142 +4%
Baird Financial Group
465
Baird Financial Group
Wisconsin
$213K +$205K +3,606 New
CICI
466
Capital Investment Counsel Inc
North Carolina
$213K
Lido Advisors
467
Lido Advisors
California
$209K +$4.72K +83 +3%
EH
468
Equitable Holdings
New York
$205K -$134K -2,364 -41%
Nisa Investment Advisors
469
Nisa Investment Advisors
Missouri
$204K +$171K +3,002 +681%
SWP
470
Sagespring Wealth Partners
Tennessee
$203K -$20.7K -364 -10%
SYBT
471
Stock Yards Bank & Trust
Kentucky
$202K
TSS
472
Two Sigma Securities
New York
$202K +$194K +3,422 New
IWC
473
Integrated Wealth Concepts
Massachusetts
$202K -$233K -4,101 -55%
BMWM
474
Brown Miller Wealth Management
Virginia
$201K +$1.31K +23 +0.7%
TG
475
TCW Group
California
$200K +$193K +3,390 New