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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
501
Twin Peaks Wealth Advisors
California
$18.9K +$12.6K +292 New
KIM
502
Kestra Investment Management
Texas
$18.4K +$2.89K +67 +23%
C
503
Covestor
United Kingdom
$17K +$1.33K +31 +10%
PWM
504
Proathlete Wealth Management
Florida
$15.3K
TFGT
505
TS Financial Group (TSFG)
Illinois
$15K
FFO
506
Fortitude Family Office
Arizona
$14.2K +$5.9K +137 +98%
NB
507
NBT Bank
New York
$13.7K
S
508
SignatureFD
Georgia
$13.5K -$1.42K -33 -11%
HWM
509
Hemington Wealth Management
Virginia
$13K +$2.54K +59 +28%
AWM
510
Atticus Wealth Management
Florida
$12.8K
CT
511
Clearstead Trust
Maine
$12.8K +$10.8K +250 New
MCM
512
MAI Capital Management
Ohio
$12.8K -$25.8K -598 -71%
DWM
513
Darwin Wealth Management
Florida
$12.3K +$10.3K +239 New
Acadian Asset Management
514
Acadian Asset Management
Massachusetts
$12K -$9.39K -218 -48%
CWP
515
Clark Wealth Partners
Illinois
$11.6K -$15.9K -369 -62%
BI
516
Binnacle Investments
Iowa
$10.8K +$302 +7 +3%
HI
517
Harbour Investments
Wisconsin
$10.4K +$1.81K +42 +26%
BCM
518
Berbice Capital Management
New York
$10.3K
GEA
519
Glen Eagle Advisors
New Jersey
$10.3K
AF
520
Advisornet Financial
Minnesota
$10.2K -$862 -20 -9%
RAM
521
Riggs Asset Management
Pennsylvania
$9.36K -$118K -2,739 -94%
CT
522
Colonial Trust
South Carolina
$8.79K +$1.42K +33 +24%
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$8.74K +$905 +21 +14%
BIA
524
Bell Investment Advisors
California
$8.74K +$1.77K +41 +32%
BTI
525
Blue Trust Inc
Georgia
$6.42K