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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AC
451
AlphaCore Capital
California
$226K +$217K +3,819 New
ACM
452
Avalon Capital Management
California
$225K – – –
CMMS
453
Comprehensive Money Management Services
Florida
$222K +$214K +3,760 New
IAIM
454
International Assets Investment Management
Florida
$221K -$41.1K -723 -16%
CFO
455
Callan Family Office
Pennsylvania
$219K +$6.14K +108 +3%
WCA
456
Whetstone Capital Advisors
Kansas
$218K +$18K +317 +9%
AUB
457
Atlantic Union Bankshares
Virginia
$218K -$568 -10 -0.3%
SFS
458
Sowell Financial Services
Arkansas
$218K -$2.61K -46 -1%
GHA
459
GW Henssler & Associates
Georgia
$217K +$12.3K +217 +6%
CLA
460
Carnegie Lake Advisors
New Jersey
$217K – – –
CL
461
Choreo LLC
Illinois
$215K -$1.08K -19 -0.5%
TI
462
Tidal Investments
Wisconsin
$215K -$126K -2,218 -38%
LFG
463
Larson Financial Group
Missouri
$214K +$8.07K +142 +4%
Baird Financial Group
464
Baird Financial Group
Wisconsin
$213K +$205K +3,606 New
CICI
465
Capital Investment Counsel Inc
North Carolina
$213K – – –
Lido Advisors
466
Lido Advisors
California
$209K +$4.72K +83 +3%
EH
467
Equitable Holdings
New York
$205K -$134K -2,364 -41%
Nisa Investment Advisors
468
Nisa Investment Advisors
Missouri
$204K +$171K +3,002 +681%
SWP
469
Sagespring Wealth Partners
Tennessee
$203K -$20.7K -364 -10%
SYBT
470
Stock Yards Bank & Trust
Kentucky
$202K – – –
TSS
471
Two Sigma Securities
New York
$202K +$194K +3,422 New
IWC
472
Integrated Wealth Concepts
Massachusetts
$202K -$233K -4,101 -55%
BMWM
473
Brown Miller Wealth Management
Virginia
$201K +$1.31K +23 +0.7%
TG
474
TCW Group
California
$200K +$193K +3,390 New
SWM
475
Spire Wealth Management
Virginia
$199K -$72.7K -1,279 -28%