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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
M
476
MOTCO
Texas
$27.3K +$282 +6 +0.9%
ASCM
477
Adkins Seale Capital Management
Louisiana
$25.3K +$2.58K +55 +10%
CTC
478
Central Trust Company
Missouri
$25.3K – – –
GSWM
479
Golden State Wealth Management
California
$25.3K – – –
DMBA
480
Deseret Mutual Benefit Administrators
Utah
$24.6K – – –
PTC
481
Private Trust Company
Ohio
$24K -$6.72K -143 -20%
MSG
482
Main Street Group
Virginia
$23.9K – – –
BFPW
483
BOK Financial Private Wealth
Colorado
$23.2K -$15.6K -332 -38%
ISWM
484
Intesa Sanpaolo Wealth Management
$21.1K – – –
CPG
485
Cornerstone Planning Group
New Jersey
$18.9K -$11.7K -250 -37%
GXJ
486
Global X Japan
Japan
$18.8K +$11.7K +249 +126%
CAL
487
Capital Advisors Ltd
Ohio
$17K – – –
EI
488
EFG International
$16.8K +$5.54K +118 +42%
RWS
489
Retirement Wealth Solutions
Wisconsin
$15.5K -$1.69K -36 -9%
TFGT
490
TS Financial Group (TSFG)
Illinois
$13K – – –
HNW
491
High Note Wealth
Minnesota
$13K -$5.12K -109 -26%
FFO
492
Fortitude Family Office
Arizona
$12.7K +$7.89K +168 +125%
AIM
493
Axiom Investment Management
New York
$12.6K +$14.1K +300 New
PWM
494
Proathlete Wealth Management
Florida
$12.5K – – –
STB
495
S&T Bank
Pennsylvania
$12.4K +$9.39K +200 +213%
AFG
496
Albion Financial Group
Utah
$11.5K -$752 -16 -6%
OCWP
497
Owl Creek Wealth Partners
Colorado
$10.7K -$5.17K -110 -30%
LF
498
LifeSteps Financial
California
$10.6K +$11.8K +251 New
CT
499
Clearstead Trust
Maine
$10.5K – – –
DWM
500
Darwin Wealth Management
Florida
$10.4K +$47 +1 +0.4%
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