We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
First Horizon Advisors
Tennessee
$19.8K +$2.93K +68 +21%
TPWA
502
Twin Peaks Wealth Advisors
California
$18.9K +$12.6K +292 New
KIM
503
Kestra Investment Management
Texas
$18.4K +$2.89K +67 +23%
C
504
Covestor
United Kingdom
$17K +$1.33K +31 +10%
PWM
505
Proathlete Wealth Management
Florida
$15.3K – – –
TFGT
506
TS Financial Group (TSFG)
Illinois
$15K – – –
FFO
507
Fortitude Family Office
Arizona
$14.2K +$5.9K +137 +98%
NB
508
NBT Bank
New York
$13.7K – – –
S
509
SignatureFD
Georgia
$13.5K -$1.42K -33 -11%
HWM
510
Hemington Wealth Management
Virginia
$13K +$2.54K +59 +28%
AWM
511
Atticus Wealth Management
Florida
$12.8K – – –
CT
512
Clearstead Trust
Maine
$12.8K +$10.8K +250 New
MCM
513
MAI Capital Management
Ohio
$12.8K -$25.8K -598 -71%
DWM
514
Darwin Wealth Management
Florida
$12.3K +$10.3K +239 New
Acadian Asset Management
515
Acadian Asset Management
Massachusetts
$12K -$9.39K -218 -48%
CWP
516
Clark Wealth Partners
Illinois
$11.6K -$15.9K -369 -62%
BI
517
Binnacle Investments
Iowa
$10.8K +$302 +7 +3%
HI
518
Harbour Investments
Wisconsin
$10.4K +$1.81K +42 +26%
BCM
519
Berbice Capital Management
New York
$10.3K – – –
GEA
520
Glen Eagle Advisors
New Jersey
$10.3K – – –
AF
521
Advisornet Financial
Minnesota
$10.2K -$862 -20 -9%
RAM
522
Riggs Asset Management
Pennsylvania
$9.36K -$118K -2,739 -94%
CT
523
Colonial Trust
South Carolina
$8.79K +$1.42K +33 +24%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$8.74K +$905 +21 +14%
BIA
525
Bell Investment Advisors
California
$8.74K +$1.77K +41 +32%