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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
476
Allworth Financial
California
$64.5K +$33.8K +613 +85%
QCG
477
Quadrant Capital Group
Ohio
$64.1K -$110 -2 -0.2%
KFAS
478
Keating Financial Advisory Services
Kansas
$60.6K -$1.71K -31 -2%
SAM
479
Smartleaf Asset Management
Massachusetts
$60.1K -$18.4K -333 -20%
OP
480
Oslo Pensjonsforsikring
$58K +$66.1K +1,199 New
GIA
481
GHP Investment Advisors
Colorado
$57.4K +$65.4K +1,186 New
IA
482
IFP Advisors
Florida
$55.6K -$99.3K -1,801 -61%
Los Angeles Capital Management
483
Los Angeles Capital Management
California
$54.2K
LI
484
LRI Investments
Florida
$50.1K +$4.74K +86 +9%
CFO
485
CVA Family Office
Colorado
$48.5K +$7.61K +138 +16%
MG
486
Mather Group
Illinois
$48.4K +$55.1K +1,000 New
Bessemer Group
487
Bessemer Group
New Jersey
$47K -$39.1K -709 -43%
SOW
488
State of Wyoming
Wyoming
$46.4K -$7.17K -130 -12%
BFPW
489
BOK Financial Private Wealth
Colorado
$42.7K
BCWM
490
Bartlett & Co Wealth Management
Ohio
$40.5K
HI
491
Harbour Investments
Wisconsin
$39.1K +$32.1K +582 +255%
MCM
492
MAI Capital Management
Ohio
$39K +$21.7K +393 +95%
CB
493
Community Bank
New York
$37.3K
CSPIA
494
Cary Street Partners Investment Advisory
Virginia
$35.8K -$11.9K -215 -23%
CPG
495
Cornerstone Planning Group
New Jersey
$34.9K +$7.67K +139 +26%
PTC
496
Private Trust Company
Ohio
$34.5K -$16.7K -303 -30%
OC
497
Oakworth Capital
Alabama
$34.3K
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$34.1K +$4.63K +84 +14%
M
499
MOTCO
Texas
$31.1K
EP
500
Essential Partners
California
$30.3K +$1.38K +25 +4%