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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
CoreCap Advisors
Michigan
$3.71K +$3.99K +85 +2,833%
QL
527
Quarry LP
New York
$3.62K +$4.04K +86 New
CFB
528
Cullen/Frost Bankers
Texas
$3.5K +$564 +12 +17%
CJ
529
Caitlin John
Michigan
$3.5K +$3.9K +83 New
CCMI
530
Creative Capital Management Investments
California
$2.78K +$3.1K +66 New
WA
531
WPG Advisers
Maryland
$2.61K +$1.55K +33 +114%
CH
532
Cromwell Holdings
Wyoming
$2.57K +$376 +8 +15%
SIC
533
SJS Investment Consulting
Ohio
$2.4K -$4.74K -101 -64%
SRCM
534
Signature Resources Capital Management
California
$2.4K – – –
PWMG
535
Private Wealth Management Group
New Jersey
$2.27K – – –
SIM
536
Synergy Investment Management
Florida
$2.19K +$2.3K +49 New
DPW
537
DiNuzzo Private Wealth
Pennsylvania
$2.02K +$94 +2 +4%
BW
538
Bravera Wealth
North Dakota
$2.02K – – –
SWM
539
SHP Wealth Management
Massachusetts
$2.02K – – –
AW
540
Avion Wealth
Texas
$2K -$2.3K -49 -41%
BHWM
541
Bay Harbor Wealth Management
Maryland
$1.98K +$845 +18 +62%
JWM
542
JPL Wealth Management
Colorado
$1.9K – – –
SC
543
SouthState Corp
Florida
$1.85K -$282 -6 -12%
MIM
544
Marshall Investment Management
Colorado
$1.85K +$2.07K +44 New
MNA
545
Manning & Napier Advisors
New York
$1.78K +$2.07K +44 New
RWM
546
Rialto Wealth Management
New York
$1.77K +$705 +15 +56%
TWD
547
True Wealth Design
Ohio
$1.69K – – –
JFA
548
JNBA Financial Advisors
Minnesota
$1.47K – – –
HFS
549
Hughes Financial Services
Virginia
$1.47K +$235 +5 +17%
VCM
550
Versant Capital Management
Arizona
$1.39K -$845 -18 -35%
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