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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
551
Berbice Capital Management
New York
$11.8K – – –
GEA
552
Glen Eagle Advisors
New Jersey
$11.8K – – –
AF
553
Advisornet Financial
Minnesota
$11.8K – – –
JWA
554
JFS Wealth Advisors
Pennsylvania
$10.6K +$2.67K +47 +33%
BIA
555
Bell Investment Advisors
California
$10K – – –
FAMI
556
Fideuram Asset Management (Ireland)
$10K +$11.3K +199 New
BTI
557
Blue Trust Inc
Georgia
$9.93K +$2.44K +43 +34%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$8.75K +$2.44K +43 +41%
MA
559
Modus Advisors
Minnesota
$8.75K +$8.41K +148 New
CT
560
Colonial Trust
South Carolina
$8.69K -$1.36K -24 -14%
HHCP
561
Hilton Head Capital Partners
South Carolina
$8.16K +$7.84K +138 New
CWP
562
Clark Wealth Partners
Illinois
$7.68K – – –
FHC
563
First Horizon Corporation
Tennessee
$7.21K +$625 +11 +10%
BGAI
564
Bruce G. Allen Investments
Colorado
$7.09K – – –
WSFS
565
Wilmington Savings Fund Society
Delaware
$6.86K +$6.59K +116 New
VFM
566
Vision Financial Markets
Connecticut
$6.07K – – –
MAM
567
Meeder Asset Management
Ohio
$6.03K -$284 -5 -5%
TIAAOA
568
Teachers Insurance & Annuity Association of America
New York
$5.97K – – –
SC
569
SouthState Corp
Florida
$5.73K +$3.29K +58 +149%
QC
570
Quent Capital
New York
$5.44K +$3.98K +70 +318%
AW
571
Avion Wealth
Texas
$4K +$625 +11 +16%
BGA
572
Battery Global Advisors
Massachusetts
$3.84K +$3.69K +65 New
QL
573
Quarry LP
New York
$3.78K -$25.9K -455 -88%
UCB
574
United Community Bank
South Carolina
$3.72K +$3.58K +63 New
SRCM
575
Signature Resources Capital Management
California
$3.37K +$3.24K +57 New
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