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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
601
Annis Gardner Whiting Capital Advisors
Florida
$2.19K
WA
602
WPG Advisers
Maryland
$2.19K
RWM
603
Rialto Wealth Management
New York
$2.19K +$625 +10 +40%
T
604
TOBAM
France
$2K
CCM
605
Cloud Capital Management
Washington
$2K +$2.94K +47 New
VCM
606
Versant Capital Management
Arizona
$1.94K
SIC
607
SJS Investment Consulting
Ohio
$1.76K +$312 +5 +22%
TFA
608
Transamerica Financial Advisors
Florida
$1.76K +$1.75K +28 New
IA
609
IFS Advisors
Kansas
$1.47K
HFS
610
Hughes Financial Services
Virginia
$1.47K
BHWM
611
Bay Harbor Wealth Management
Maryland
$1.44K +$625 +10 +77%
AEPWM
612
Atlantic Edge Private Wealth Management
Florida
$1.38K +$1.37K +22 New
QC
613
Quent Capital
New York
$1.38K +$1.37K +22 New
KG
614
Kilter Group
New York
$1.33K
JFGIW
615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.25K +$1.25K +20 New
HIA
616
HFM Investment Advisors
New Jersey
$1.19K +$312 +5 +36%
CH
617
Cromwell Holdings
Wyoming
$1.13K
VWA
618
Valued Wealth Advisors
Utah
$878
TIM
619
Tortoise Investment Management
New York
$815 +$500 +8 +160%
ACA
620
American Capital Advisory
Idaho
$690
CFD
621
Creative Financial Designs
Indiana
$627
BIM
622
Breakwater Investment Management
Washington
$502 +$500 +8 New
DWM
623
Dogwood Wealth Management
Kansas
$502 +$500 +8 New
MCM
624
Manchester Capital Management
Vermont
$502 +$500 +8 New
SA
625
Seneschal Advisors
Washington
$502 +$500 +8 New