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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
501
Foster Dykema Cabot & Partners
Massachusetts
$3.1K – – –
OLVIG
502
Oliver Lagore Vanvalin Investment Group
Michigan
$2.79K +$42 +1 +2%
CFB
503
Cullen/Frost Bankers
Texas
$2.63K -$1.01K -24 -28%
RCM
504
Raleigh Capital Management
North Carolina
$2.37K – – –
AF
505
Allworth Financial
California
$2.11K – – –
PCWA
506
Pacific Capital Wealth Advisors
California
$2.07K +$2.01K +48 New
SIC
507
SJS Investment Consulting
Ohio
$1.85K +$168 +4 +10%
CA
508
Continuum Advisory
Idaho
$1.79K -$587 -14 -29%
DPW
509
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$294 +7 +28%
AW
510
Avion Wealth
Texas
$1K – – –
IA
511
IFS Advisors
Kansas
$985 – – –
GM
512
GeoWealth Management
Illinois
$904 +$881 +21 New
LWANC
513
Laurel Wealth Advisors (North Carolina)
North Carolina
$733 – – –
VWA
514
Valued Wealth Advisors
Utah
$603 – – –
MFT
515
Moisand Fitzgerald Tamayo
Florida
$584 – – –
CA
516
Claris Advisors
Missouri
$474 +$462 +11 New
VAMG
517
Voisard Asset Management Group
Michigan
$474 +$462 +11 New
WSFS
518
Wilmington Savings Fund Society
Delaware
$474 +$462 +11 New
MG
519
Mather Group
Illinois
$431 -$2.31K -55 -85%
CA
520
CoreCap Advisors
Michigan
$388 +$252 +6 +200%
B
521
Birchbrook
Maine
$256 – – –
CPA
522
Capital Performance Advisors
California
$172 +$168 +4 New
CA
523
Crewe Advisors
Utah
$87 +$84 +2 New
CHA
524
Carmichael Hill & Associates
Maryland
$58 – – –
CPA
525
Clear Point Advisors
New York
$43 – – –
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