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Carlyle Group

CG

Market cap $17.4B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	CH 601 Cromwell Holdings Jackson, Wyoming	$1.06K	–	–	–
602	1CP 602 1015 Capital Partners Pottstown, Pennsylvania	$1.06K	+$1.02K	+18	New
603	CI 603 CX Institutional Auburn, Indiana	$1K	+$1.36K	+24	New
604	HIA 604 HFM Investment Advisors Glassboro, New Jersey	$887	-$227	-4	-21%
605	VWA 605 Valued Wealth Advisors Holladay, Utah	$828	–	–	–
606	CFM 606 Cornerstone Financial Management Burlington, Massachusetts	$828	+$795	+14	New
607	SFS 607 Sunrise Financial Services Burien, Washington	$768	+$739	+13	New
608	ACA 608 American Capital Advisory Ketchum, Idaho	$710	+$57	+1	+9%
609	MCM 609 Manchester Capital Management Manchester, Vermont	$651	+$170	+3	+38%
610	ZBNA 610 Zions Bancorporation, National Association Salt Lake City, Utah	$650	+$625	+11	New
611	APW 611 Atlantic Private Wealth Chapel Hill, North Carolina	$595	+$568	+10	New
612	CFD 612 Creative Financial Designs Kokomo, Indiana	$591	–	–	–
613	BWM 613 Bernard Wealth Management Royal Oak, Michigan	$570	+$28.4K	+500	New
614	DWM 614 Dogwood Wealth Management Lenexa, Kansas	$473	–	–	–
615	SA 615 Seneschal Advisors Tacoma, Washington	$473	–	–	–
616	WWA 616 Wealth Watch Advisors Englewood, Colorado	$473	–	–	–
617	FMP 617 Financial Management Professionals Austin, Texas	$414	–	–	–
618	QWM 618 Quaker Wealth Management Moorestown, New Jersey	$414	–	–	–
619	DCM 619 Davis Capital Management Jacksonville, Florida	$414	+$170	+3	+75%
620	DF 620 Dunhill Financial London, United Kingdom	$338	+$341	+6	New
621	MCM 621 MV Capital Management Bethesda, Maryland	$237	–	–	–
622	CA 622 CoreCap Advisors Southfield, Michigan	$177	–	–	–
623	EB 623 Eastern Bank Boston, Massachusetts	$177	+$170	+3	New
624	EW 624 Elyxium Wealth San Mateo, California	$177	+$170	+3	New
625	MFT 625 Moisand Fitzgerald Tamayo Orlando, Florida	$138	–	–	–

Carlyle Group CG Market cap $17.4B

Carlyle Group

CG

Market cap $17.4B