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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$580K +$16.2K +491 +2%
Vanguard Personalized Indexing Management
227
Vanguard Personalized Indexing Management
California
$565K -$56.1K -1,703 -7%
WSTAM
228
Wilbanks Smith & Thomas Asset Management
Virginia
$546K -$41K -1,246 -6%
WCM
229
Weik Capital Management
Pennsylvania
$532K – – –
SEI Investments
230
SEI Investments
Pennsylvania
$527K -$450K -13,676 -40%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$519K – – –
FC
232
FORA Capital
Florida
$516K +$221K +6,712 +51%
AWS
233
Atria Wealth Solutions
New York
$497K -$65.9K -2,000 -9%
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$496K -$116K -3,519 -15%
GBA
235
Garrison Bradford & Associates
New York
$494K -$19.2K -584 -3%
CAM
236
CenterStar Asset Management
Illinois
$492K – – –
ZF
237
Zhang Financial
Michigan
$482K +$62.1K +1,885 +11%
KPWS
238
Kestra Private Wealth Services
Texas
$480K -$11.9K -361 -2%
SG Americas Securities
239
SG Americas Securities
New York
$472K +$44.4K +1,349 +8%
DAC
240
Dividend Assets Capital
South Carolina
$470K – – –
Public Sector Pension Investment Board (PSP Investments)
241
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$470K +$599K +18,200 New
GCM
242
Gibraltar Capital Management
Oklahoma
$464K +$592K +17,966 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$448K +$147K +4,470 +35%
CAM
244
Cresset Asset Management
Illinois
$446K -$988 -30 -0.2%
AF
245
Advisornet Financial
Minnesota
$445K +$11.4K +345 +2%
SW
246
SteelPeak Wealth
California
$438K +$8.56K +260 +2%
OFS
247
OneAscent Financial Services
Alabama
$432K +$13.7K +417 +3%
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$421K – – –
TI
249
Tidal Investments
Wisconsin
$419K +$77.1K +2,343 +17%
CA
250
Carson Advisory
Georgia
$415K +$16.5K +500 +3%