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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$19.7K +$6.89K +136 +53%
CIAM
502
Caitong International Asset Management
Hong Kong
$18.9K +$19K +375 New
Bessemer Group
503
Bessemer Group
New Jersey
$18K -$32.3K -638 -65%
FHA
504
First Horizon Advisors
Tennessee
$17.7K -$304 -6 -2%
HNB
505
Huntington National Bank
Ohio
$17.6K +$406 +8 +2%
PTC
506
Private Trust Company
Ohio
$15.9K
TFGT
507
TS Financial Group (TSFG)
Illinois
$15K
C
508
Covestor
United Kingdom
$15K +$1.11K +22 +8%
NB
509
NBT Bank
New York
$13.4K
S
510
SignatureFD
Georgia
$13.2K
AWM
511
Atticus Wealth Management
Florida
$12.6K
EWM
512
Evermay Wealth Management
Virginia
$12.5K
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$12.4K +$6.03K +119 +94%
FMTCOCP
514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
$11.8K -$245K -4,825 -95%
GEA
516
Glen Eagle Advisors
New Jersey
$10.1K
BCM
517
Berbice Capital Management
New York
$10.1K +$10.1K +200 New
AF
518
Allworth Financial
California
$9.34K +$5.88K +116 +237%
AGWCA
519
Annis Gardner Whiting Capital Advisors
Florida
$8.94K
BGAI
520
Bruce G. Allen Investments
Colorado
$8.53K -$507 -10 -6%
JWA
521
JFS Wealth Advisors
Pennsylvania
$8.16K +$3.85K +76 +79%
HWM
522
Hemington Wealth Management
Virginia
$8K +$3.5K +69 +72%
FFO
523
Fortitude Family Office
Arizona
$7.07K
PFBT
524
Parkside Financial Bank & Trust
Missouri
$6.82K +$608 +12 +10%
BHWM
525
Beaird Harris Wealth Management
Texas
$6.62K