We are live on ! Find out more
CG icon

Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
526
Essential Partners
California
$35.6K +$284 +5 +0.8%
GSWM
527
Golden State Wealth Management
California
$35.5K +$2.84K +50 +9%
RFP
528
Root Financial Partners
California
$35.3K -$5.96K -105 -15%
CPG
529
Cornerstone Planning Group
New Jersey
$32.7K -$2.73K -48 -8%
ASCM
530
Adkins Seale Capital Management
Louisiana
$32.3K +$31K +546 New
MCM
531
MAI Capital Management
Ohio
$24.4K +$7.9K +139 +51%
CAL
532
Capital Advisors Ltd
Ohio
$24K – – –
BBHC
533
Brown Brothers Harriman & Co
New York
$18.9K -$18.6K -328 -51%
DMBA
534
Deseret Mutual Benefit Administrators
Utah
$18.4K +$7.78K +137 +78%
HNW
535
High Note Wealth
Minnesota
$18.2K +$2.84K +50 +19%
TFGT
536
TS Financial Group (TSFG)
Illinois
$18K – – –
PWM
537
Proathlete Wealth Management
Florida
$17.6K – – –
QA
538
Quattro Advisors
Pennsylvania
$17.3K +$16.6K +293 New
CIA
539
Cape Investment Advisory
Georgia
$16.3K +$9.15K +161 +141%
BF
540
BOK Financial
Oklahoma
$16.2K -$114 -2 -0.7%
AFG
541
Albion Financial Group
Utah
$16.1K – – –
RBI
542
Raiffeisen Bank International
Austria
$15.8K – – –
NB
543
NBT Bank
New York
$15.7K -$227 -4 -6%
FC
544
Financial Consulate
Maryland
$15.4K – – –
FFO
545
Fortitude Family Office
Arizona
$14.8K -$1.82K -32 -11%
CT
546
Clearstead Trust
Maine
$14.8K – – –
DWM
547
Darwin Wealth Management
Florida
$14.3K +$114 +2 +0.8%
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$13.6K +$1.99K +35 +18%
HI
549
Harbour Investments
Wisconsin
$13.5K +$1.31K +23 +11%
TM
550
Torren Management
California
$13.4K +$12.9K +227 New
20 21
22
23 24