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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
501
Darwin Wealth Management
Florida
$10.4K +$47 +1 +0.4%
PFBT
502
Parkside Financial Bank & Trust
Missouri
$9.56K -$11.6K -247 -52%
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$9.26K -$470 -10 -4%
AF
504
Advisornet Financial
Minnesota
$8.51K -$47 -1 -0.5%
AF
505
Align Financial
Minnesota
$8.51K – – –
EDRH
506
Edmond de Rothschild Holding
Switzerland
$8.42K – – –
C
507
Covestor
United Kingdom
$8K -$845 -18 -8%
JWA
508
JFS Wealth Advisors
Pennsylvania
$7.12K -$517 -11 -6%
NL
509
NVWM LLC
Pennsylvania
$6.75K +$7.51K +160 New
ZBNA
510
Zions Bancorporation, National Association
Utah
$6.57K +$1.03K +22 +16%
APFP
511
Action Point Financial Planning
Michigan
$6.23K +$7.09K +151 New
CT
512
Colonial Trust
South Carolina
$6.06K – – –
CI
513
CX Institutional
Indiana
$6K -$8.97K -191 -57%
BIA
514
Bell Investment Advisors
California
$5.9K -$6.39K -136 -49%
PWA
515
Principia Wealth Advisory
Texas
$5.89K +$4.27K +91 +186%
HHCP
516
Hilton Head Capital Partners
South Carolina
$5.81K – – –
GEA
517
Glen Eagle Advisors
New Jersey
$5.81K +$1.78K +38 +38%
TFA
518
Transamerica Financial Advisors
Florida
$5.64K +$517 +11 +9%
CA
519
Continuum Advisory
Idaho
$5.47K +$6.11K +130 New
AWM
520
Abound Wealth Management
Tennessee
$5.39K +$6.01K +128 New
BGAI
521
Bruce G. Allen Investments
Colorado
$5.05K -$3.71K -79 -40%
BTI
522
Blue Trust Inc
Georgia
$4.97K – – –
WSFS
523
Wilmington Savings Fund Society
Delaware
$4.88K -$127K -2,700 -96%
SGFG
524
Silver Grove Financial Group
New York
$4.51K +$5.03K +107 New
FHC
525
First Horizon Corporation
Tennessee
$4.3K -$939 -20 -16%
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