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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
501
Gold Investment Management
Alberta, Canada
$81.7K
RIL
502
Rothschild Investment LLC
Illinois
$81.4K +$2.61K +46 +3%
EWA
503
EverSource Wealth Advisors
Alabama
$79.4K -$13.9K -244 -15%
QCG
504
Quadrant Capital Group
Ohio
$78.4K +$284 +5 +0.4%
KFAS
505
Keating Financial Advisory Services
Kansas
$75.8K +$72.9K +1,283 New
SAG
506
SageView Advisory Group
California
$70.7K +$67.9K +1,196 New
SOW
507
State of Wyoming
Wyoming
$64.3K +$6.87K +121 +13%
Los Angeles Capital Management
508
Los Angeles Capital Management
California
$63.4K +$63.6K +1,120 New
O
509
Ossiam
France
$63.1K -$22.7K -400 -27%
OAM
510
Ostrum Asset Management
France
$60.2K -$19.3K -339 -25%
PTC
511
Private Trust Company
Ohio
$60.1K -$60.5K -1,064 -51%
DWA
512
Delos Wealth Advisors
Texas
$59.3K
RWS
513
Retirement Wealth Solutions
Wisconsin
$58.8K +$114 +2 +0.2%
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
$56.5K +$18.2K +321 +51%
LI
515
LRI Investments
Florida
$56.1K
BFPW
516
BOK Financial Private Wealth
Colorado
$52.1K
CFO
517
CVA Family Office
Colorado
$51.1K
BCWM
518
Bartlett & Co Wealth Management
Ohio
$47.9K -$10.8K -190 -19%
CB
519
Community Bank
New York
$45.6K
AF
520
Allworth Financial
California
$42.6K +$10K +176 +32%
OC
521
Oakworth Capital
Alabama
$41.9K
M
522
MOTCO
Texas
$37.9K
STB
523
S&T Bank
Pennsylvania
$37.2K +$24.3K +428 +212%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$36.6K +$2.22K +39 +7%
CTC
525
Central Trust Company
Missouri
$35.9K +$398 +7 +1%