Carlyle Group

CG

Market cap $12.7B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
576	SRCM 576 Signature Resources Capital Management Newport Beach, California	$3.37K	+$3.24K	+57	New
577	CFB 577 Cullen/Frost Bankers San Antonio, Texas	$3.27K	–	–	–
578	PWMG 578 Private Wealth Management Group Princeton, New Jersey	$3.19K	–	–	–
579	SIC 579 SJS Investment Consulting Sylvania, Ohio	$3.13K	+$1.42K	+25	+89%
580	TFA 580 Transamerica Financial Advisors St. Petersburg, Florida	$3.07K	+$1.36K	+24	+86%
581	CFP 581 Comprehensive Financial Planning East Petersburg, Pennsylvania	$3.01K	+$2.9K	+51	New
582	BW 582 Bravera Wealth Bismarck, North Dakota	$2.84K	+$2.73K	+48	New
583	SWM 583 SHP Wealth Management Plymouth, Massachusetts	$2.84K	+$2.73K	+48	New
584	DPW 584 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.78K	-$341	-6	-11%
585	TWD 585 True Wealth Design Akron, Ohio	$2.37K	-$227	-4	-9%
586	PWA 586 Principia Wealth Advisory Dallas, Texas	$2.36K	+$114	+2	+5%
587	RF 587 Rossby Financial Melbourne, Florida	$2.31K	+$2.22K	+39	New
588	AGWCA 588 Annis Gardner Whiting Capital Advisors Tampa, Florida	$2.07K	–	–	–
589	WA 589 WPG Advisers Baltimore, Maryland	$2.07K	–	–	–
590	JFA 590 JNBA Financial Advisors Bloomington, Minnesota	$2.07K	+$1.99K	+35	New
591	BWM 591 Benson Wealth Management Ooltewah, Tn, Tennessee	$1.95K	+$1.88K	+33	New
592	VCM 592 Versant Capital Management Phoenix, Arizona	$1.83K	–	–	–
593	HFS 593 Hughes Financial Services Herndon, Virginia	$1.66K	–	–	–
594	SEP 594 Signature Equity Partners Columbus, Ohio	$1.49K	+$1.42K	+25	New
595	RWM 595 Rialto Wealth Management Syracuse, New York	$1.48K	-$568	-10	-29%
596	BHWM 596 Bay Harbor Wealth Management Hunt Valley, Maryland	$1.48K	+$114	+2	+9%
597	LWMI 597 Legacy Wealth Management (Idaho) Boise, Idaho	$1.42K	+$1.36K	+24	New
598	IA 598 IFS Advisors Overland Park, Kansas	$1.4K	–	–	–
599	KG 599 Kilter Group Rhinebeck, New York	$1.26K	–	–	–
600	TPBG 600 Turning Point Benefit Group Frederick, Maryland	$1.24K	+$1.19K	+21	New

Carlyle Group CG Market cap $12.7B

Carlyle Group

CG

Market cap $12.7B