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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
501
Hughes Financial Services
Virginia
$2.13K +$2.38K +48 New
BOK Financial
502
BOK Financial
Oklahoma
$2.09K -$2.38K -48 -50%
RWM
503
Rialto Wealth Management
New York
$2.01K +$2.28K +46 New
GFPC
504
Global Financial Private Client
Florida
$2K +$1.64K +33 +254%
AW
505
Avion Wealth
Texas
$2K – – –
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$1.7K +$50 +1 +3%
SIC
507
SJS Investment Consulting
Ohio
$1.61K -$248 -5 -12%
FDCP
508
Foster Dykema Cabot & Partners
Massachusetts
$1.57K – – –
WCM
509
WealthTrak Capital Management
Virginia
$1.53K +$1.24K +25 +250%
CoreCap Advisors
510
CoreCap Advisors
Michigan
$1.31K +$1.04K +21 +233%
SW
511
SVB Wealth
Massachusetts
$1.31K +$1.49K +30 New
IA
512
IFS Advisors
Kansas
$1.01K – – –
T
513
TOBAM
France
$1K +$1.19K +24 New
Cullen/Frost Bankers
514
Cullen/Frost Bankers
Texas
$834 -$1.14K -23 -55%
CH
515
Cromwell Holdings
Wyoming
$785 +$893 +18 New
VWA
516
Valued Wealth Advisors
Utah
$611 – – –
PWA
517
Principia Wealth Advisory
Texas
$593 +$645 +13 +650%
WA
518
Whipplewood Advisors
Colorado
$479 +$27.8K +561 +5,100%
Mather Group
519
Mather Group
Illinois
$436 – – –
TWD
520
True Wealth Design
Ohio
$436 +$496 +10 New
Salem Investment Counselors
521
Salem Investment Counselors
North Carolina
$349 – – –
HIA
522
HFM Investment Advisors
New Jersey
$349 +$397 +8 New
PWM
523
Parkworth Wealth Management
California
$218 – – –
BHWM
524
Bay Harbor Wealth Management
Maryland
$217 +$248 +5 New
AWM
525
Activest Wealth Management
Florida
$131 +$99 +2 +200%