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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
IA
576
IFS Advisors
Kansas
$1.15K
KG
577
Kilter Group
New York
$1.03K
1CP
578
1015 Capital Partners
Pennsylvania
$774 -$110 -2 -11%
CFM
579
Cornerstone Financial Management
Massachusetts
$677
HIA
580
HFM Investment Advisors
New Jersey
$629 -$110 -2 -13%
SFS
581
Sunrise Financial Services
Washington
$629
TM
582
Torren Management
California
$610 -$11.8K -214 -94%
CFD
583
Creative Financial Designs
Indiana
$484
QWM
584
Quaker Wealth Management
New Jersey
$484 +$165 +3 +43%
BWM
585
Bernard Wealth Management
Michigan
$475
ACA
586
American Capital Advisory
Idaho
$436 -$165 -3 -25%
TWM
587
TopTier Wealth Management
Wisconsin
$436 +$496 +9 New
IPS
588
Investors Portfolio Services
Washington
$343 +$386 +7 New
FMP
589
Financial Management Professionals
Texas
$339
IWS
590
Intentional Wealth Strategies
Colorado
$339 +$386 +7 New
SA
591
Seneschal Advisors
Washington
$291 -$110 -2 -25%
VWM
592
Vermillion Wealth Management
Minnesota
$290 +$331 +6 New
DF
593
Dunhill Financial
United Kingdom
$276 -$55 -1 -17%
MCM
594
MV Capital Management
Maryland
$194
PWMG
595
Prestige Wealth Management Group
New Jersey
$146 +$165 +3 New
CA
596
CoreCap Advisors
Michigan
$145
MFT
597
Moisand Fitzgerald Tamayo
Florida
$115
CA
598
Crewe Advisors
Utah
$97
3FI
599
3 Factor Indexing
California
$97 +$110 +2 New
RWM
600
Raffa Wealth Management
District of Columbia
$97 +$110 +2 New