We are live on ! Find out more
CG icon

Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
476
Institute for Wealth Management
Colorado
$27.8K +$31K +660 New
M
477
MOTCO
Texas
$27.3K +$282 +6 +0.9%
ASCM
478
Adkins Seale Capital Management
Louisiana
$25.3K +$2.58K +55 +10%
CTC
479
Central Trust Company
Missouri
$25.3K – – –
GSWM
480
Golden State Wealth Management
California
$25.3K – – –
DMBA
481
Deseret Mutual Benefit Administrators
Utah
$24.6K – – –
PTC
482
Private Trust Company
Ohio
$24K -$6.72K -143 -20%
MSG
483
Main Street Group
Virginia
$23.9K – – –
BFPW
484
BOK Financial Private Wealth
Colorado
$23.2K -$15.6K -332 -38%
ISWM
485
Intesa Sanpaolo Wealth Management
$21.1K – – –
CPG
486
Cornerstone Planning Group
New Jersey
$18.9K -$11.7K -250 -37%
GXJ
487
Global X Japan
Japan
$18.8K +$11.7K +249 +126%
CAL
488
Capital Advisors Ltd
Ohio
$17K – – –
EI
489
EFG International
$16.8K +$5.54K +118 +42%
RWS
490
Retirement Wealth Solutions
Wisconsin
$15.5K -$1.69K -36 -9%
TFGT
491
TS Financial Group (TSFG)
Illinois
$13K – – –
HNW
492
High Note Wealth
Minnesota
$13K -$5.12K -109 -26%
FFO
493
Fortitude Family Office
Arizona
$12.7K +$7.89K +168 +125%
AIM
494
Axiom Investment Management
New York
$12.6K +$14.1K +300 New
PWM
495
Proathlete Wealth Management
Florida
$12.5K – – –
STB
496
S&T Bank
Pennsylvania
$12.4K +$9.39K +200 +213%
AFG
497
Albion Financial Group
Utah
$11.5K -$752 -16 -6%
OCWP
498
Owl Creek Wealth Partners
Colorado
$10.7K -$5.17K -110 -30%
LF
499
LifeSteps Financial
California
$10.6K +$11.8K +251 New
CT
500
Clearstead Trust
Maine
$10.5K – – –
18 19
20
21 22