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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
501
Global Financial Private Client
Florida
$2K +$1.64K +33 +254%
AW
502
Avion Wealth
Texas
$2K – – –
DPW
503
DiNuzzo Private Wealth
Pennsylvania
$1.7K +$50 +1 +3%
SIC
504
SJS Investment Consulting
Ohio
$1.61K -$248 -5 -12%
FDCP
505
Foster Dykema Cabot & Partners
Massachusetts
$1.57K – – –
WCM
506
WealthTrak Capital Management
Virginia
$1.53K +$1.24K +25 +250%
CA
507
CoreCap Advisors
Michigan
$1.31K +$1.04K +21 +233%
SW
508
SVB Wealth
Massachusetts
$1.31K +$1.49K +30 New
IA
509
IFS Advisors
Kansas
$1.01K – – –
T
510
TOBAM
France
$1K +$1.19K +24 New
CFB
511
Cullen/Frost Bankers
Texas
$834 -$1.14K -23 -55%
CH
512
Cromwell Holdings
Wyoming
$785 +$893 +18 New
VWA
513
Valued Wealth Advisors
Utah
$611 – – –
PWA
514
Principia Wealth Advisory
Texas
$593 +$645 +13 +650%
WA
515
Whipplewood Advisors
Colorado
$479 +$27.8K +561 +5,100%
MG
516
Mather Group
Illinois
$436 – – –
TWD
517
True Wealth Design
Ohio
$436 +$496 +10 New
SIC
518
Salem Investment Counselors
North Carolina
$349 – – –
HIA
519
HFM Investment Advisors
New Jersey
$349 +$397 +8 New
PWM
520
Parkworth Wealth Management
California
$218 – – –
BHWM
521
Bay Harbor Wealth Management
Maryland
$217 +$248 +5 New
AWM
522
Activest Wealth Management
Florida
$131 +$99 +2 +200%
MFT
523
Moisand Fitzgerald Tamayo
Florida
$111 – – –
CA
524
Crewe Advisors
Utah
$88 – – –
CIA
525
Cape Investment Advisory
Georgia
$87 – – –
19 20
21
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