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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
676
Delos Wealth Advisors
Texas
– -$59.3K -1,003 Closed
QA
677
Quattro Advisors
Pennsylvania
– -$17.3K -293 Closed
CIA
678
Cape Investment Advisory
Georgia
– -$16.3K -275 Closed
BF
679
BOK Financial
Oklahoma
– -$16.2K -274 Closed
BCM
680
Berbice Capital Management
New York
– -$11.8K -200 Closed
FAMI
681
Fideuram Asset Management (Ireland)
– -$10K -199 Closed
MA
682
Modus Advisors
Minnesota
– -$8.75K -148 Closed
VFM
683
Vision Financial Markets
Connecticut
– -$6.07K -103 Closed
MAM
684
Meeder Asset Management
Ohio
– -$6.03K -102 Closed
BGA
685
Battery Global Advisors
Massachusetts
– -$3.84K -65 Closed
QL
686
Quarry LP
New York
– -$3.78K -64 Closed
UCB
687
United Community Bank
South Carolina
– -$3.72K -63 Closed
CFP
688
Comprehensive Financial Planning
Pennsylvania
– -$3.01K -51 Closed
TPBG
689
Turning Point Benefit Group
Maryland
– -$1.24K -21 Closed
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1.18K -20 Closed
VWA
691
Valued Wealth Advisors
Utah
– -$828 -14 Closed
MCM
692
Manchester Capital Management
Vermont
– -$651 -11 Closed
APW
693
Atlantic Private Wealth
North Carolina
– -$595 -10 Closed
DWM
694
Dogwood Wealth Management
Kansas
– -$473 -8 Closed
WWA
695
Wealth Watch Advisors
Colorado
– -$473 -8 Closed
DCM
696
Davis Capital Management
Florida
– -$414 -7 Closed
EB
697
Eastern Bank
Massachusetts
– -$177 -3 Closed
EW
698
Elyxium Wealth
California
– -$177 -3 Closed