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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
601
Wayfinding Financial
Washington
– -$14K -342 Closed
FMTCOCP
602
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$10K -238 Closed
QCG
603
Quadrant Capital Group
Ohio
– -$5.45K -125 Closed
KFI
604
Key Financial Inc
Pennsylvania
– -$4.89K -112 Closed
BCMLT
605
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$3.97K -91 Closed
SCB
606
Saudi Central Bank
Saudi Arabia
– -$3.97K -91 Closed
BF
607
BOK Financial
Oklahoma
– -$2.09K -48 Closed
GFPC
608
Global Financial Private Client
Florida
– -$2K -46 Closed
SW
609
SVB Wealth
Massachusetts
– -$1.31K -30 Closed
MG
610
Mather Group
Illinois
– -$436 -10 Closed
SIC
611
Salem Investment Counselors
North Carolina
– -$349 -8 Closed
AWM
612
Activest Wealth Management
Florida
– -$129 -3 Closed
CIA
613
Cape Investment Advisory
Georgia
– -$87 -2 Closed
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