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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
526
Mather Group
Illinois
$63.4K +$63.2K +1,011 New
DWA
527
Delos Wealth Advisors
Texas
$62.9K – – –
BCWM
528
Bartlett & Co Wealth Management
Ohio
$62.8K – – –
RWS
529
Retirement Wealth Solutions
Wisconsin
$62.3K -$7.75K -124 -11%
SOW
530
State of Wyoming
Wyoming
$60.6K -$399K -6,381 -87%
LI
531
LRI Investments
Florida
$59.5K +$3.25K +52 +6%
GRP
532
Global Retirement Partners
California
$57.1K +$25.6K +409 +81%
BFPW
533
BOK Financial Private Wealth
Colorado
$55.3K – – –
CFO
534
CVA Family Office
Colorado
$54.2K – – –
CB
535
Community Bank
New York
$48.4K +$48.2K +772 New
OC
536
Oakworth Capital
Alabama
$44.4K +$44.2K +708 New
RFP
537
Root Financial Partners
California
$44K +$43.9K +702 New
MSWA
538
Marshall & Sterling Wealth Advisors
New York
$43.3K +$36.6K +586 +563%
BBHC
539
Brown Brothers Harriman & Co
New York
$40.6K +$40.4K +647 New
M
540
MOTCO
Texas
$40.3K +$40.1K +642 New
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
$39.8K +$8.93K +143 +29%
CTC
542
Central Trust Company
Missouri
$37.6K -$95K -1,520 -72%
EP
543
Essential Partners
California
$37.4K +$437 +7 +1%
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$36.4K -$62 -1 -0.2%
MSG
545
Main Street Group
Virginia
$35.6K – – –
GSWM
546
Golden State Wealth Management
California
$34.5K +$3.12K +50 +10%
AF
547
Allworth Financial
California
$34.2K +$2.94K +47 +9%
CPG
548
Cornerstone Planning Group
New Jersey
$33.3K +$6.37K +102 +21%
QL
549
Quarry LP
New York
$32.5K +$32.4K +519 New
WOSD
550
WFA of San Diego
California
$31.4K – – –
20 21
22
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