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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
476
GW Henssler & Associates
Georgia
$217K +$216K +3,456 New
SYBT
477
Stock Yards Bank & Trust
Kentucky
$215K +$214K +3,425 New
MFG
478
Merit Financial Group
Georgia
$213K -$53.2K -851 -20%
WCA
479
Whetstone Capital Advisors
Kansas
$212K -$44.6K -714 -17%
BMWM
480
Brown Miller Wealth Management
Virginia
$212K +$211K +3,377 New
WPWM
481
Western Pacific Wealth Management
Illinois
$210K
GFP
482
Guardian Financial Partners
California
$208K +$208K +3,323 New
Wellington Management Group
483
Wellington Management Group
Massachusetts
$207K +$206K +3,303 New
BI
484
Beckerman Institutional
New Jersey
$206K +$206K +3,291 New
FFS
485
Fortress Financial Solutions
Arizona
$206K +$205K +3,285 New
Lido Advisors
486
Lido Advisors
California
$204K +$203K +3,252 New
LAM
487
Longboard Asset Management
Arizona
$204K +$203K +3,250 New
GS
488
GTS Securities
Florida
$203K +$202K +3,230 New
LI
489
Lafayette Investments
Maryland
$201K +$200K +3,200 New
PWM
490
Perigon Wealth Management
California
$200K +$199K +3,190 New
SFI
491
Siemens Fonds Invest
Germany
$196K -$1.69K -27 -0.9%
ARMT
492
Amica Retiree Medical Trust
Rhode Island
$193K
OPTFSNA
493
Old Point Trust & Financial Services N A
Virginia
$188K
IA
494
IFP Advisors
Florida
$184K +$141K +2,255 +332%
NC
495
North Capital
Utah
$178K +$62 +1 +0%
HFS
496
Hantz Financial Services
Michigan
$178K +$70.5K +1,129 +66%
CI Investments Inc
497
CI Investments Inc
Ontario, Canada
$173K -$58.7K -939 -25%
LSA
498
Leonteq Securities AG
Switzerland
$163K -$34.4K -551 -18%
ASN
499
Advisory Services Network
Georgia
$143K +$143K +2,284 New
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$141K +$65.8K +1,054 +88%