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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
226
New York Life Investment Management
New York
$1.08M +$29.1K +586 +2%
SOADOR
227
State of Alaska Department of Revenue
Alaska
$1.08M +$32.7K +660 +3%
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$1.08M -$7.64K -154 -0.6%
HRC
229
Hoertkorn Richard Charles
$1.05M -$49.6K -1,000 -4%
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$1.04M -$14.4K -291 -1%
KPWS
231
Kestra Private Wealth Services
Texas
$1.03M +$315K +6,343 +37%
P
232
&Partners
Tennessee
$1.02M +$185K +3,726 +19%
SLAM
233
Swiss Life Asset Management
$980K +$370K +7,468 +50%
Prudential Financial
234
Prudential Financial
New Jersey
$970K +$175K +3,530 +22%
William Blair & Company
235
William Blair & Company
Illinois
$935K -$220K -4,427 -17%
QCM
236
QRG Capital Management
Illinois
$908K -$75.9K -1,530 -7%
KAS
237
Kestra Advisory Services
Texas
$904K -$1.79M -36,138 -64%
Vanguard Personalized Indexing Management
238
Vanguard Personalized Indexing Management
California
$895K -$50K -1,008 -5%
ZF
239
Zhang Financial
Michigan
$886K +$322K +6,499 +47%
AWM
240
Apollon Wealth Management
South Carolina
$878K +$44K +887 +5%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$876K – – –
Federated Hermes
242
Federated Hermes
Pennsylvania
$871K +$114K +2,303 +13%
IPW
243
Impact Partnership Wealth
Georgia
$862K +$402K +8,100 +69%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$848K +$107K +2,152 +12%
SCA
245
SMH Capital Advisors
Texas
$847K +$214K +4,322 +29%
SAM
246
Storebrand Asset Management
Norway
$819K +$466K +9,399 +100%
US Bancorp
247
US Bancorp
Minnesota
$817K -$2.92M -58,966 -76%
Daiwa Securities Group
248
Daiwa Securities Group
Japan
$814K +$39.7K +800 +4%
SCA
249
STALEY CAPITAL ADVISERS
Pennsylvania
$813K +$925K +18,650 New
CA
250
Carson Advisory
Georgia
$803K +$169K +3,400 +23%