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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
551
True Wealth Design
Ohio
$1.69K – – –
JFA
552
JNBA Financial Advisors
Minnesota
$1.47K – – –
HFS
553
Hughes Financial Services
Virginia
$1.47K +$235 +5 +17%
VCM
554
Versant Capital Management
Arizona
$1.39K -$845 -18 -35%
BWM
555
Benson Wealth Management
Tennessee
$1.39K – – –
HIA
556
HFM Investment Advisors
New Jersey
$1.18K +$705 +15 +115%
FC
557
Financial Consulate
Maryland
$1.09K -$11.6K -247 -90%
SEP
558
Signature Equity Partners
Ohio
$1.07K +$47 +1 +4%
AG
559
AmeriFlex Group
Nevada
$1.05K +$1.17K +25 New
IA
560
IFS Advisors
Kansas
$1.01K – – –
RWM
561
Raffa Wealth Management
District of Columbia
$969 +$986 +21 +1,050%
FA
562
Fedenia Advisers
Wisconsin
$969 +$1.08K +23 New
KG
563
Kilter Group
New York
$895 – – –
ACA
564
American Capital Advisory
Idaho
$801 +$470 +10 +111%
1CP
565
1015 Capital Partners
Pennsylvania
$674 – – –
CFM
566
Cornerstone Financial Management
Massachusetts
$590 – – –
SFS
567
Sunrise Financial Services
Washington
$547 – – –
DCM
568
Davis Capital Management
Florida
$547 +$611 +13 New
TM
569
Torren Management
California
$531 – – –
PWA
570
Physician Wealth Advisors
Utah
$506 +$564 +12 New
BFS
571
Bare Financial Services
Pennsylvania
$505 -$1.97K -42 -78%
CFD
572
Creative Financial Designs
Indiana
$421 – – –
QC
573
Quent Capital
New York
$337 -$9.35K -199 -96%
DF
574
DecisionPoint Financial
Arizona
$297 +$329 +7 New
QWM
575
Quaker Wealth Management
New Jersey
$295 -$141 -3 -30%