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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
226
Wilbanks Smith & Thomas Asset Management
Virginia
$708K -$52K -1,357 -6%
BRWA
227
B. Riley Wealth Advisors
Florida
$696K -$76.3K -1,990 -8%
NAM
228
Nissay Asset Management
Japan
$687K +$125K +3,259 +18%
AWS
229
Atria Wealth Solutions
New York
$672K +$629K +16,424 +342%
NSIM
230
North Star Investment Management
Illinois
$659K +$99.9K +2,607 +14%
WCM
231
Weik Capital Management
Pennsylvania
$651K +$171K +4,465 +28%
CIM
232
Chapman Investment Management
California
$640K
CA
233
Capitolis Advisors
New York
$637K
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$636K
GBA
235
Garrison Bradford & Associates
New York
$624K +$536 +14 +0.1%
PP
236
Paloma Partners
Connecticut
$614K +$441K +11,500 +146%
KPWS
237
Kestra Private Wealth Services
Texas
$600K +$17.4K +453 +2%
1832 Asset Management
238
1832 Asset Management
Ontario, Canada
$598K -$110K -2,862 -13%
BCV
239
Banque Cantonale Vaudoise
Switzerland
$586K -$46K -1,200 -6%
DAC
240
Dividend Assets Capital
South Carolina
$576K
Aberdeen Group
241
Aberdeen Group
United Kingdom
$573K -$14.7K -383 -2%
CAM
242
Carret Asset Management
New York
$570K +$65.1K +1,700 +10%
MS
243
Maven Securities
Jersey
$553K -$49.8K -1,300 -7%
CAM
244
Cresset Asset Management
Illinois
$547K +$162K +4,225 +32%
SG Americas Securities
245
SG Americas Securities
New York
$535K -$19.7K -514 -3%
Zurich Cantonal Bank
246
Zurich Cantonal Bank
Switzerland
$535K -$4.91K -128 -0.8%
AF
247
Advisornet Financial
Minnesota
$534K +$30.2K +789 +5%
ZF
248
Zhang Financial
Michigan
$531K +$37.2K +971 +6%
SW
249
SteelPeak Wealth
California
$529K +$201K +5,250 +46%
OFS
250
OneAscent Financial Services
Alabama
$517K +$625K +16,318 New