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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
501
Raleigh Capital Management
North Carolina
$2.21K
CA
502
Continuum Advisory
Idaho
$1.97K
IC
503
Innealta Capital
Texas
$1.77K +$1.9K +44 New
SIC
504
SJS Investment Consulting
Ohio
$1.57K
Jones Financial Companies
505
Jones Financial Companies
Missouri
$1.49K +$1.6K +37 New
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$1K +$216 +5 +25%
AW
507
Avion Wealth
Texas
$1K
IA
508
IFS Advisors
Kansas
$910
MFT
509
Moisand Fitzgerald Tamayo
Florida
$781
LWANC
510
Laurel Wealth Advisors (North Carolina)
North Carolina
$683
VWA
511
Valued Wealth Advisors
Utah
$563
B
512
Birchbrook
Maine
$342
CA
513
CoreCap Advisors
Michigan
$120 -$8.51K -197 -99%
AWM
514
Avior Wealth Management
Nebraska
$80 +$86 +2 New
CHA
515
Carmichael Hill & Associates
Maryland
$78
MCM
516
MV Capital Management
Maryland
$41
CPA
517
Clear Point Advisors
New York
$40 +$43 +1 New
WI
518
Wafra Inc
New York
-$20.3M -431,780 Closed
CCM
519
Cinctive Capital Management
New York
-$15M -318,913 Closed
AIG
520
American International Group
New York
-$13.4M -286,508 Closed
SG
521
Sienna Gestion
France
-$9.47M -201,805 Closed
TPSF
522
Texas Permanent School Fund
Texas
-$8.89M -189,459 Closed
JWM
523
Jessup Wealth Management
Ohio
-$7.63M -162,670 Closed
P2P
524
Phase 2 Partners
California
-$5.06M -107,830 Closed
ECU
525
Eisler Capital (UK)
United Kingdom
-$4.08M -87,027 Closed