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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
526
Bruce G. Allen Investments
Colorado
$6.17K -$3.23K -75 -38%
JWA
527
JFS Wealth Advisors
Pennsylvania
$5.41K -$2.93K -68 -37%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$5.4K -$905 -21 -17%
MSWA
529
Marshall & Sterling Wealth Advisors
New York
$5.35K -$560 -13 -11%
VFM
530
Vision Financial Markets
Connecticut
$5.22K +$43 +1 +1%
O
531
Ossiam
France
$4.63K -$120K -2,780 -97%
SC
532
SouthState Corp
Florida
$4.06K +$560 +13 +20%
MYIA
533
Mount Yale Investment Advisors
Colorado
$3.34K +$2.8K +65 New
AW
534
Avion Wealth
Texas
$3K +$689 +16 +36%
OLVIG
535
Oliver Lagore Vanvalin Investment Group
Michigan
$2.86K +$2.84K +66 New
CFB
536
Cullen/Frost Bankers
Texas
$2.81K +$1.55K +36 +189%
PWMG
537
Private Wealth Management Group
New Jersey
$2.78K -$2.33K -54 -50%
DPW
538
DiNuzzo Private Wealth
Pennsylvania
$2.31K +$258 +6 +15%
TWD
539
True Wealth Design
Ohio
$2.26K +$1.47K +34 +340%
STB
540
S&T Bank
Pennsylvania
$2.11K -$948 -22 -35%
FDCP
541
Foster Dykema Cabot & Partners
Massachusetts
$1.85K – – –
WA
542
WPG Advisers
Maryland
$1.8K -$1.55K -36 -51%
AGWCA
543
Annis Gardner Whiting Capital Advisors
Florida
$1.8K +$1.51K +35 New
HFS
544
Hughes Financial Services
Virginia
$1.76K -$862 -20 -42%
PWA
545
Principia Wealth Advisory
Texas
$1.75K +$818 +19 +127%
TCA
546
Trifecta Capital Advisors
Illinois
$1.75K +$1.47K +34 New
VCM
547
Versant Capital Management
Arizona
$1.59K +$1.33K +31 New
RWM
548
Rialto Wealth Management
New York
$1.28K -$905 -21 -46%
IA
549
IFS Advisors
Kansas
$1.2K – – –
SIC
550
SJS Investment Consulting
Ohio
$1.18K -$603 -14 -38%
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