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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
T
551
Tidemark
California
$2.85K +$3.25K +59 New
KCM
552
Key Capital Management
Tennessee
$2.81K +$3.2K +58 New
SRCM
553
Signature Resources Capital Management
California
$2.76K – – –
PWMG
554
Private Wealth Management Group
New Jersey
$2.61K – – –
BFS
555
Bare Financial Services
Pennsylvania
$2.61K +$2.98K +54 New
CH
556
Cromwell Holdings
Wyoming
$2.56K +$1.93K +35 +194%
VCM
557
Versant Capital Management
Arizona
$2.47K +$1.1K +20 +65%
SC
558
SouthState Corp
Florida
$2.42K -$2.59K -47 -48%
CTA
559
Colonial Trust Advisors
South Carolina
$2.42K +$2.76K +50 New
BW
560
Bravera Wealth
North Dakota
$2.32K – – –
SWM
561
SHP Wealth Management
Massachusetts
$2.32K – – –
AWM
562
Activest Wealth Management
Florida
$2.32K +$2.65K +48 New
DPW
563
DiNuzzo Private Wealth
Pennsylvania
$2.23K -$55 -1 -2%
JWM
564
JPL Wealth Management
Colorado
$2.18K +$2.48K +45 New
SHIM
565
Stone House Investment Management
Pennsylvania
$1.98K +$2.26K +41 New
TWD
566
True Wealth Design
Ohio
$1.94K – – –
AGWCA
567
Annis Gardner Whiting Capital Advisors
Florida
$1.69K – – –
JFA
568
JNBA Financial Advisors
Minnesota
$1.69K – – –
BWM
569
Benson Wealth Management
Tennessee
$1.6K – – –
HFS
570
Hughes Financial Services
Virginia
$1.45K +$110 +2 +7%
WA
571
WPG Advisers
Maryland
$1.4K -$331 -6 -17%
BHWM
572
Bay Harbor Wealth Management
Maryland
$1.4K +$221 +4 +16%
RWM
573
Rialto Wealth Management
New York
$1.31K +$110 +2 +8%
SEP
574
Signature Equity Partners
Ohio
$1.23K – – –
LWMI
575
Legacy Wealth Management (Idaho)
Idaho
$1.16K – – –
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