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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
476
Gunpowder Capital Management
Maryland
$196K +$188K +3,312 New
OPTFSNA
477
Old Point Trust & Financial Services N A
Virginia
$177K – – –
IFP Advisors
478
IFP Advisors
Florida
$174K +$795 +14 +0.5%
WPWM
479
Western Pacific Wealth Management
Illinois
$168K -$28.8K -507 -15%
TVWM
480
Tower View Wealth Management
Wisconsin
$133K +$852 +15 +0.7%
Leonteq Securities AG
481
Leonteq Securities AG
Switzerland
$131K -$21.5K -379 -15%
Edmond de Rothschild Holding
482
Edmond de Rothschild Holding
Switzerland
$131K -$207K -3,640 -62%
PWPS
483
Pinnacle Wealth Planning Services
Ohio
$129K +$124K +2,181 New
RAM
484
Ramirez Asset Management
New York
$124K – – –
WSC
485
Wellington Shields & Co
New York
$124K – – –
Mirae Asset Global ETFs Holdings
486
Mirae Asset Global ETFs Holdings
Hong Kong
$121K +$6.7K +118 +6%
Tema ETFs
487
Tema ETFs
New York
$119K +$114K +2,014 New
A
488
AlphaQuest
New York
$115K +$37.5K +660 +52%
SS
489
Sunbelt Securities
Texas
$106K – – –
Huntington National Bank
490
Huntington National Bank
Ohio
$105K -$909 -16 -0.9%
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$104K -$28.1K -495 -22%
Livforsakringsbolaget Skandia
492
Livforsakringsbolaget Skandia
Sweden
$100K – – –
Bessemer Group
493
Bessemer Group
New Jersey
$98K +$4.94K +87 +6%
Smartleaf Asset Management
494
Smartleaf Asset Management
Massachusetts
$97.8K +$9.32K +164 +11%
Bogart Wealth LLC
495
Bogart Wealth LLC
Virginia
$92.9K -$284 -5 -0.3%
Ancora Advisors
496
Ancora Advisors
Ohio
$90.6K +$87.1K +1,533 New
VNA
497
Valley National Advisers
Pennsylvania
$89K – – –
C
498
Covestor
United Kingdom
$85K -$36.3K -639 -31%
Parallel Advisors
499
Parallel Advisors
California
$82.9K +$57.4K +1,010 +257%
GIM
500
Gold Investment Management
Alberta, Canada
$81.7K – – –