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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
551
SJS Investment Consulting
Ohio
$1.18K -$603 -14 -38%
KG
552
Kilter Group
New York
$1.09K +$905 +21 New
T
553
TOBAM
France
$1K – – –
CH
554
Cromwell Holdings
Wyoming
$925 – – –
WCM
555
WealthTrak Capital Management
Virginia
$771 -$862 -20 -57%
PWM
556
Parkworth Wealth Management
California
$771 +$431 +10 +200%
VWA
557
Valued Wealth Advisors
Utah
$720 – – –
HIA
558
HFM Investment Advisors
New Jersey
$720 +$258 +6 +75%
BHWM
559
Bay Harbor Wealth Management
Maryland
$668 +$345 +8 +160%
ACA
560
American Capital Advisory
Idaho
$566 +$474 +11 New
WA
561
Whipplewood Advisors
Colorado
$565 -$24.2K -561 -98%
TIM
562
Total Investment Management
Arizona
$565 +$474 +11 New
CFD
563
Creative Financial Designs
Indiana
$514 +$431 +10 New
FMP
564
Financial Management Professionals
Texas
$360 +$302 +7 New
QWM
565
Quaker Wealth Management
New Jersey
$360 +$302 +7 New
Pacer Advisors
566
Pacer Advisors
Pennsylvania
$308 -$573K -13,308 -100%
GWSG
567
GPS Wealth Strategies Group
Colorado
$308 +$215 +5 +500%
TIM
568
Tortoise Investment Management
New York
$257 +$215 +5 New
MCM
569
MV Capital Management
Maryland
$206 +$172 +4 New
CA
570
CoreCap Advisors
Michigan
$154 -$1.16K -27 -90%
MFT
571
Moisand Fitzgerald Tamayo
Florida
$148 – – –
CA
572
Crewe Advisors
Utah
$103 – – –
B
573
Birchbrook
Maine
$65 – – –
SC
574
Stephens Consulting
Michigan
$52 +$43 +1 New
VVP
575
Vulcan Value Partners
Alabama
– -$226M -5,180,438 Closed