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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
501
Central Trust Company
Missouri
$29K -$386 -7 -1%
GSWM
502
Golden State Wealth Management
California
$29K – – –
DMBA
503
Deseret Mutual Benefit Administrators
Utah
$28.3K +$15K +272 +87%
MSG
504
Main Street Group
Virginia
$27.5K +$31.3K +568 New
ASCM
505
Adkins Seale Capital Management
Louisiana
$26.4K – – –
RFP
506
Root Financial Partners
California
$24.6K -$4.85K -88 -15%
ISWM
507
Intesa Sanpaolo Wealth Management
$24.2K +$27.6K +500 New
PFBT
508
Parkside Financial Bank & Trust
Missouri
$22.9K +$18K +326 +220%
HNW
509
High Note Wealth
Minnesota
$20.2K +$6.01K +109 +35%
RWS
510
Retirement Wealth Solutions
Wisconsin
$19.5K -$32.6K -591 -59%
CAL
511
Capital Advisors Ltd
Ohio
$19K – – –
OCWP
512
Owl Creek Wealth Partners
Colorado
$17.7K +$20.1K +365 New
CI
513
CX Institutional
Indiana
$16K +$17K +309 +1,288%
TFGT
514
TS Financial Group (TSFG)
Illinois
$15K – – –
PWM
515
Proathlete Wealth Management
Florida
$14.4K – – –
AFG
516
Albion Financial Group
Utah
$14K +$882 +16 +6%
EI
517
EFG International
$13.5K +$15.4K +280 New
BIA
518
Bell Investment Advisors
California
$13.4K +$5.84K +106 +62%
TPWA
519
Twin Peaks Wealth Advisors
California
$13.4K +$15.2K +276 New
BBHC
520
Brown Brothers Harriman & Co
New York
$13.3K -$2.43K -44 -14%
FC
521
Financial Consulate
Maryland
$13.2K +$662 +12 +5%
NB
522
NBT Bank
New York
$12.9K +$11.4K +207 +351%
RBI
523
Raiffeisen Bank International
Austria
$12.2K – – –
CT
524
Clearstead Trust
Maine
$12.1K – – –
DWM
525
Darwin Wealth Management
Florida
$11.8K +$110 +2 +0.8%
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