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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
C
476
Covestor
United Kingdom
$13K -$43 -1 -0.4%
NB
477
NBT Bank
New York
$12.5K – – –
PA
478
Parallel Advisors
California
$12K – – –
CTA
479
Colonial Trust Advisors
South Carolina
$11.8K – – –
AWM
480
Atticus Wealth Management
Florida
$11.7K – – –
FMTCOCP
481
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
VNA
482
Valley National Advisers
Pennsylvania
$11K +$10.3K +239 New
PCMC
483
Planning Capital Management Corporation
Pennsylvania
$10.2K +$4.37K +101 +79%
GEA
484
Glen Eagle Advisors
New Jersey
$9.38K – – –
CA
485
CoreCap Advisors
Michigan
$9.38K +$8.64K +200 New
BGAI
486
Bruce G. Allen Investments
Colorado
$9.34K – – –
BIA
487
Bell Investment Advisors
California
$8.54K – – –
FFO
488
Fortitude Family Office
Arizona
$6.57K – – –
BHWM
489
Beaird Harris Wealth Management
Texas
$6.15K – – –
BTI
490
Blue Trust Inc
Georgia
$5.96K -$7.69K -178 -58%
HI
491
Harbour Investments
Wisconsin
$5.77K – – –
SAM
492
Smartleaf Asset Management
Massachusetts
$5.61K +$5.19K +120 New
PFBT
493
Parkside Financial Bank & Trust
Missouri
$5.58K +$1.08K +25 +27%
KFI
494
Key Financial Inc
Pennsylvania
$5.26K – – –
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$5.02K +$2.94K +68 +174%
WIA
496
Wetzel Investment Advisors
Indiana
$4.76K +$4.71K +109 New
LS
497
Livforsakringsbolaget Skandia
Sweden
$4.69K – – –
JWA
498
JFS Wealth Advisors
Pennsylvania
$3.85K +$475 +11 +14%
WWP
499
WR Wealth Planners
Missouri
$3.85K +$3.54K +82 New
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$3.75K – – –
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