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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
476
Evermay Wealth Management
Virginia
$10.7K -$2.52K -60 -19%
TPCW
477
TD Private Client Wealth
New York
$10.6K -$7.55K -180 -42%
FMTCOCP
478
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
VNA
479
Valley National Advisers
Pennsylvania
$9K -$839 -20 -8%
GEA
480
Glen Eagle Advisors
New Jersey
$8.61K – – –
BGAI
481
Bruce G. Allen Investments
Colorado
$7.71K – – –
AGWCA
482
Annis Gardner Whiting Capital Advisors
Florida
$7.62K -$102K -2,436 -93%
PWMA
483
Pension & Wealth Management Advisors
Massachusetts
$7.32K -$175K -4,165 -96%
BIA
484
Bell Investment Advisors
California
$7.02K -$797 -19 -10%
Nisa Investment Advisors
485
Nisa Investment Advisors
Missouri
$6.89K – – –
BF
486
BOK Financial
Oklahoma
$6.12K -$1.58M -37,594 -100%
FFO
487
Fortitude Family Office
Arizona
$6.03K – – –
BHWM
488
Beaird Harris Wealth Management
Texas
$5.64K – – –
ACM
489
Aster Capital Management
United Arab Emirates
$5.55K +$5.41K +129 New
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$5.47K +$839 +20 +19%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$5.3K +$168 +4 +3%
PCMC
492
Planning Capital Management Corporation
Pennsylvania
$5.05K +$42 +1 +0.8%
KFI
493
Key Financial Inc
Pennsylvania
$4.83K +$4.7K +112 New
PWMG
494
Private Wealth Management Group
New Jersey
$4.65K +$1.85K +44 +69%
HI
495
Harbour Investments
Wisconsin
$4.61K -$671 -16 -13%
Jones Financial Companies
496
Jones Financial Companies
Missouri
$4.36K +$2.64K +63 +170%
HWM
497
Hemington Wealth Management
Virginia
$4K -$421K -10,024 -99%
JWA
498
JFS Wealth Advisors
Pennsylvania
$3.71K +$210 +5 +5%
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$3.44K -$8.39K -200 -71%
GWM
500
Geneos Wealth Management
Colorado
$3.27K +$3.19K +76 New