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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
551
Rise Advisors
New York
$27.5K – – –
CAL
552
Capital Advisors Ltd
Ohio
$25K – – –
PA
553
Parallel Advisors
California
$24.6K – – –
HWM
554
Hemington Wealth Management
Virginia
$24K +$7K +112 +41%
WANY
555
Wealthspire Advisors (New York)
New York
$21.8K +$21.7K +347 New
TFGT
556
TS Financial Group (TSFG)
Illinois
$19K – – –
PWM
557
Proathlete Wealth Management
Florida
$18.6K – – –
FFO
558
Fortitude Family Office
Arizona
$17.7K +$312 +5 +2%
BF
559
BOK Financial
Oklahoma
$17.3K +$17.2K +276 New
AFG
560
Albion Financial Group
Utah
$17.1K +$17.1K +273 New
MCM
561
MAI Capital Management
Ohio
$17.1K +$1.5K +24 +10%
RBI
562
Raiffeisen Bank International
Austria
$17K +$16.4K +262 New
NB
563
NBT Bank
New York
$16.7K -$12.7K -203 -76%
FC
564
Financial Consulate
Maryland
$16.4K +$16.3K +261 New
HNW
565
High Note Wealth
Minnesota
$16.2K +$16.1K +258 New
CT
566
Clearstead Trust
Maine
$15.7K – – –
DWM
567
Darwin Wealth Management
Florida
$15.1K +$62 +1 +0.4%
BI
568
Binnacle Investments
Iowa
$13.2K – – –
CFG
569
Clayton Financial Group
Missouri
$13.2K +$13.1K +210 New
HI
570
Harbour Investments
Wisconsin
$12.9K +$125 +2 +1%
STB
571
S&T Bank
Pennsylvania
$12.7K +$10.1K +161 +393%
BCM
572
Berbice Capital Management
New York
$12.5K – – –
GEA
573
Glen Eagle Advisors
New Jersey
$12.5K – – –
AF
574
Advisornet Financial
Minnesota
$12.5K – – –
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$12.2K +$1.56K +25 +15%
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