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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
576
Deseret Mutual Benefit Administrators
Utah
$11K +$10.9K +175 New
CT
577
Colonial Trust
South Carolina
$10.7K – – –
BIA
578
Bell Investment Advisors
California
$10.7K – – –
GXJ
579
Global X Japan
Japan
$9.66K -$17K -272 -64%
JWA
580
JFS Wealth Advisors
Pennsylvania
$8.29K +$1.69K +27 +23%
BTI
581
Blue Trust Inc
Georgia
$7.84K – – –
CWP
582
Clark Wealth Partners
Illinois
$7.68K -$6K -96 -42%
BGAI
583
Bruce G. Allen Investments
Colorado
$7.52K – – –
CIA
584
Cape Investment Advisory
Georgia
$7.15K +$7.12K +114 New
FHC
585
First Horizon Corporation
Tennessee
$6.96K +$6.93K +111 New
JWM
586
JPL Wealth Management
Colorado
$6.9K +$6.87K +110 New
MAM
587
Meeder Asset Management
Ohio
$6.71K +$6.68K +107 New
PFBT
588
Parkside Financial Bank & Trust
Missouri
$6.58K – – –
VFM
589
Vision Financial Markets
Connecticut
$6.4K +$62 +1 +1%
TIAAOA
590
Teachers Insurance & Annuity Association of America
New York
$6.33K +$6.31K +101 New
HFM
591
Harvest Fund Management
China
$5K +$4.5K +72 New
Q1WB
592
Quest 10 Wealth Builders
Virginia
$4.33K +$4.31K +69 New
AW
593
Avion Wealth
Texas
$4K +$500 +8 +13%
CFB
594
Cullen/Frost Bankers
Texas
$3.44K – – –
DPW
595
DiNuzzo Private Wealth
Pennsylvania
$3.42K +$500 +8 +18%
PWMG
596
Private Wealth Management Group
New Jersey
$3.39K – – –
TWD
597
True Wealth Design
Ohio
$2.76K – – –
SC
598
SouthState Corp
Florida
$2.45K -$2.5K -40 -51%
PWA
599
Principia Wealth Advisory
Texas
$2.38K +$250 +4 +12%
FDCP
600
Foster Dykema Cabot & Partners
Massachusetts
$2.26K – – –
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