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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
Benson Wealth Management
Tennessee
$1.39K
HIA
552
HFM Investment Advisors
New Jersey
$1.18K +$705 +15 +115%
FC
553
Financial Consulate
Maryland
$1.09K -$11.6K -247 -90%
SEP
554
Signature Equity Partners
Ohio
$1.07K +$47 +1 +4%
AG
555
AmeriFlex Group
Nevada
$1.05K +$1.17K +25 New
IA
556
IFS Advisors
Kansas
$1.01K
RWM
557
Raffa Wealth Management
District of Columbia
$969 +$986 +21 +1,050%
FA
558
Fedenia Advisers
Wisconsin
$969 +$1.08K +23 New
KG
559
Kilter Group
New York
$895
ACA
560
American Capital Advisory
Idaho
$801 +$470 +10 +111%
1CP
561
1015 Capital Partners
Pennsylvania
$674
CFM
562
Cornerstone Financial Management
Massachusetts
$590
SFS
563
Sunrise Financial Services
Washington
$547
DCM
564
Davis Capital Management
Florida
$547 +$611 +13 New
TM
565
Torren Management
California
$531
PWA
566
Physician Wealth Advisors
Utah
$506 +$564 +12 New
BFS
567
Bare Financial Services
Pennsylvania
$505 -$1.97K -42 -78%
CFD
568
Creative Financial Designs
Indiana
$421
QC
569
Quent Capital
New York
$337 -$9.35K -199 -96%
DF
570
DecisionPoint Financial
Arizona
$297 +$329 +7 New
QWM
571
Quaker Wealth Management
New Jersey
$295 -$141 -3 -30%
PWMG
572
Prestige Wealth Management Group
New Jersey
$295 +$188 +4 +133%
SA
573
Seneschal Advisors
Washington
$253
MCM
574
MV Capital Management
Maryland
$211 +$47 +1 +25%
PMFA
575
Plante Moran Financial Advisors
Michigan
$211 +$235 +5 New