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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
476
BOK Financial Private Wealth
Colorado
$45.3K -$18K -418 -32%
CFO
477
CVA Family Office
Colorado
$44.5K -$732 -17 -2%
Optiver Holding
478
Optiver Holding
Netherlands
$41.1K +$34.4K +799 New
AAS
479
Ameritas Advisory Services
Nebraska
$37.9K +$31.7K +737 New
NC
480
NewSquare Capital
Pennsylvania
$34.3K -$8.87K -206 -24%
GWM
481
Geneos Wealth Management
Colorado
$34.2K +$646 +15 +2%
RWM
482
Raffa Wealth Management
District of Columbia
$33.6K +$28.1K +653 New
KIM
483
Kestra Investment Management
Texas
$31K +$15.4K +357 +123%
PTC
484
Private Trust Company
Ohio
$30.3K -$1.98K -46 -7%
EP
485
Essential Partners
California
$30.3K +$25.4K +590 New
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$29.9K +$4.13K +96 +20%
CPG
487
Cornerstone Planning Group
New Jersey
$29.3K -$1.98K -46 -9%
MSG
488
Main Street Group
Virginia
$29.2K
SAM
489
Smartleaf Asset Management
Massachusetts
$26.2K -$27.8K -646 -56%
GRP
490
Global Retirement Partners
California
$25.8K +$21.6K +502 New
GSWM
491
Golden State Wealth Management
California
$25.7K
WOSD
492
WFA of San Diego
California
$25.7K +$21.5K +500 New
AF
493
Allworth Financial
California
$25.6K +$12.9K +299 +150%
CSPIA
494
Cary Street Partners Investment Advisory
Virginia
$25.2K +$3.58K +83 +20%
AAP
495
Arax Advisory Partners
Colorado
$23.4K -$6.29K -146 -24%
Nisa Investment Advisors
496
Nisa Investment Advisors
Missouri
$22.7K +$12.1K +281 +176%
RA
497
Rise Advisors
New York
$22.6K
GXJ
498
Global X Japan
Japan
$21.9K -$7.11K -165 -28%
CAL
499
Capital Advisors Ltd
Ohio
$21K +$388 +9 +2%
PA
500
Parallel Advisors
California
$20.2K +$302 +7 +2%