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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
576
Legacy Wealth Management (Idaho)
Idaho
$1.16K – – –
IA
577
IFS Advisors
Kansas
$1.15K – – –
KG
578
Kilter Group
New York
$1.03K – – –
1CP
579
1015 Capital Partners
Pennsylvania
$774 -$110 -2 -11%
CFM
580
Cornerstone Financial Management
Massachusetts
$677 – – –
HIA
581
HFM Investment Advisors
New Jersey
$629 -$110 -2 -13%
SFS
582
Sunrise Financial Services
Washington
$629 – – –
TM
583
Torren Management
California
$610 -$11.8K -214 -94%
CFD
584
Creative Financial Designs
Indiana
$484 – – –
QWM
585
Quaker Wealth Management
New Jersey
$484 +$165 +3 +43%
BWM
586
Bernard Wealth Management
Michigan
$475 – – –
ACA
587
American Capital Advisory
Idaho
$436 -$165 -3 -25%
TWM
588
TopTier Wealth Management
Wisconsin
$436 +$496 +9 New
IPS
589
Investors Portfolio Services
Washington
$343 +$386 +7 New
FMP
590
Financial Management Professionals
Texas
$339 – – –
IWS
591
Intentional Wealth Strategies
Colorado
$339 +$386 +7 New
SA
592
Seneschal Advisors
Washington
$291 -$110 -2 -25%
VWM
593
Vermillion Wealth Management
Minnesota
$290 +$331 +6 New
DF
594
Dunhill Financial
United Kingdom
$276 -$55 -1 -17%
MCM
595
MV Capital Management
Maryland
$194 – – –
PWMG
596
Prestige Wealth Management Group
New Jersey
$146 +$165 +3 New
CA
597
CoreCap Advisors
Michigan
$145 – – –
MFT
598
Moisand Fitzgerald Tamayo
Florida
$115 – – –
CA
599
Crewe Advisors
Utah
$97 – – –
3FI
600
3 Factor Indexing
California
$97 +$110 +2 New