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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Focused Wealth Management
New York
$74K +$2.46K +87 +4%
GT
152
Glenmede Trust
Pennsylvania
$67K – – –
RIA
153
Realta Investment Advisors
Delaware
$61K +$32.6K +1,155 +128%
CWP
154
CFM Wealth Partners
Texas
$61K +$52.4K +1,855 New
US Bancorp
155
US Bancorp
Minnesota
$55K – – –
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
AF
157
Advisornet Financial
Minnesota
$38K -$153K -5,420 -82%
ASN
158
Advisory Services Network
Georgia
$30K +$10.5K +370 +66%
SL
159
Salomon & Ludwin
Virginia
$21K – – –
FHA
160
Flagship Harbor Advisors
Massachusetts
$19K +$170 +6 +1%
QAM
161
QCI Asset Management
New York
$16K – – –
TSW
162
Thompson Siegel & Walmsley
Virginia
$13K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$11K – – –
TFGT
164
TS Financial Group (TSFG)
Illinois
$10K – – –
EWM
165
Edge Wealth Management
New York
$10K +$8.48K +300 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$9K – – –
EDRH
167
Edmond de Rothschild Holding
Switzerland
$8K – – –
APA
168
American Portfolios Advisors
New York
$7.38K +$2.83K +100 +77%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$57 +2 +0.9%
GRP
170
Global Retirement Partners
California
$5K +$57 +2 +1%
LPWM
171
Lake Point Wealth Management
Texas
$2K +$1.41K +50 New
First Manhattan
172
First Manhattan
New York
$1K -$113K -4,000 -99%
VFA
173
Valeo Financial Advisors
Indiana
$1K – – –
N
174
Natixis
France
– -$20.6M -806,600 Closed
SSA
175
Schonfeld Strategic Advisors
New York
– -$16.2M -633,703 Closed