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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
576
Cullen/Frost Bankers
Texas
$3.27K – – –
PWMG
577
Private Wealth Management Group
New Jersey
$3.19K – – –
SIC
578
SJS Investment Consulting
Ohio
$3.13K +$1.42K +25 +89%
TFA
579
Transamerica Financial Advisors
Florida
$3.07K +$1.36K +24 +86%
CFP
580
Comprehensive Financial Planning
Pennsylvania
$3.01K +$2.9K +51 New
BW
581
Bravera Wealth
North Dakota
$2.84K +$2.73K +48 New
SWM
582
SHP Wealth Management
Massachusetts
$2.84K +$2.73K +48 New
DPW
583
DiNuzzo Private Wealth
Pennsylvania
$2.78K -$341 -6 -11%
TWD
584
True Wealth Design
Ohio
$2.37K -$227 -4 -9%
PWA
585
Principia Wealth Advisory
Texas
$2.36K +$114 +2 +5%
RF
586
Rossby Financial
Florida
$2.31K +$2.22K +39 New
AGWCA
587
Annis Gardner Whiting Capital Advisors
Florida
$2.07K – – –
WA
588
WPG Advisers
Maryland
$2.07K – – –
JFA
589
JNBA Financial Advisors
Minnesota
$2.07K +$1.99K +35 New
BWM
590
Benson Wealth Management
Tennessee
$1.95K +$1.88K +33 New
VCM
591
Versant Capital Management
Arizona
$1.83K – – –
HFS
592
Hughes Financial Services
Virginia
$1.66K – – –
SEP
593
Signature Equity Partners
Ohio
$1.49K +$1.42K +25 New
RWM
594
Rialto Wealth Management
New York
$1.48K -$568 -10 -29%
BHWM
595
Bay Harbor Wealth Management
Maryland
$1.48K +$114 +2 +9%
LWMI
596
Legacy Wealth Management (Idaho)
Idaho
$1.42K +$1.36K +24 New
IA
597
IFS Advisors
Kansas
$1.4K – – –
KG
598
Kilter Group
New York
$1.26K – – –
TPBG
599
Turning Point Benefit Group
Maryland
$1.24K +$1.19K +21 New
JFGIW
600
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.18K – – –
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24
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