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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
526
Farmers & Merchants Investments Inc
Nebraska
$11.1K – – –
QC
527
Quent Capital
New York
$10K +$6.34K +115 +125%
C
528
Covestor
United Kingdom
$10K -$67.9K -1,231 -85%
AF
529
Advisornet Financial
Minnesota
$9.82K +$221 +4 +2%
AF
530
Align Financial
Minnesota
$9.78K -$647K -11,738 -98%
EDRH
531
Edmond de Rothschild Holding
Switzerland
$9.68K -$111K -2,010 -91%
BGAI
532
Bruce G. Allen Investments
Colorado
$9.63K +$4.36K +79 +66%
GXJ
533
Global X Japan
Japan
$9.58K +$10.9K +198 New
JWA
534
JFS Wealth Advisors
Pennsylvania
$8.71K -$551 -10 -5%
SIC
535
SJS Investment Consulting
Ohio
$7.65K +$5.79K +105 +198%
CT
536
Colonial Trust
South Carolina
$6.97K -$165 -3 -2%
HHCP
537
Hilton Head Capital Partners
South Carolina
$6.68K – – –
FFO
538
Fortitude Family Office
Arizona
$6.48K -$6.4K -116 -46%
ZBNA
539
Zions Bancorporation, National Association
Utah
$6.48K +$6.78K +123 +1,118%
RF
540
Rossby Financial
Florida
$6.4K +$5.29K +96 +246%
TFA
541
Transamerica Financial Advisors
Florida
$5.91K +$3.86K +70 +135%
FHC
542
First Horizon Corporation
Tennessee
$5.9K – – –
BTI
543
Blue Trust Inc
Georgia
$5.71K -$2.76K -50 -30%
AW
544
Avion Wealth
Texas
$5K +$2.26K +41 +52%
TIAAOA
545
Teachers Insurance & Annuity Association of America
New York
$4.89K – – –
GEA
546
Glen Eagle Advisors
New Jersey
$4.84K -$5.51K -100 -50%
CWP
547
Clark Wealth Partners
Illinois
$4.74K -$1.76K -32 -25%
STB
548
S&T Bank
Pennsylvania
$4.55K -$29.6K -536 -85%
CFB
549
Cullen/Frost Bankers
Texas
$3.42K +$882 +16 +29%
BLC
550
Brown, Lisle/Cummings
Rhode Island
$3.34K +$3.81K +69 New
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