CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
226
Vanguard Personalized Indexing Management
California
$1.52M +$35.1K +617 +2%
Mariner
227
Mariner
Kansas
$1.52M +$117K +2,065 +9%
VOYA Investment Management
228
VOYA Investment Management
Georgia
$1.52M -$89.8K -1,581 -6%
WWM
229
Waterway Wealth Management
Texas
$1.52M +$623K +10,961 +75%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$1.51M -$143K -2,515 -9%
OBWG
231
Onyx Bridge Wealth Group
New York
$1.47M +$57 +1 +0%
AI
232
Atria Investments
North Carolina
$1.47M -$54.6K -961 -4%
ECM
233
ExodusPoint Capital Management
New York
$1.46M -$360K -6,343 -20%
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$1.46M – – –
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$5K +88 +0.4%
KPWS
236
Kestra Private Wealth Services
Texas
$1.43M -$115K -2,026 -8%
AWM
237
Apollon Wealth Management
South Carolina
$1.43M +$4.94K +87 +0.4%
ZF
238
Zhang Financial
Michigan
$1.41M -$739 -13 -0.1%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$1.38M -$274K -4,822 -17%
BCI
240
Brinker Capital Investments
Pennsylvania
$1.37M +$109K +1,921 +9%
GBA
241
Garrison Bradford & Associates
New York
$1.35M +$227K +4,000 +21%
P
242
&Partners
Tennessee
$1.31M -$9.71K -171 -0.8%
EP
243
Edgestream Partners
New Jersey
$1.31M -$3.87M -68,133 -75%
Nordea Investment Management
244
Nordea Investment Management
Sweden
$1.3M +$1.36K +24 +0.1%
DADC
245
D.A. Davidson & Co
Montana
$1.28M -$28.4K -500 -2%
Janus Henderson Group
246
Janus Henderson Group
$1.27M +$534K +9,400 +77%
AAM
247
Advisors Asset Management
Colorado
$1.26M +$639K +11,247 +113%
I
248
InceptionR
California
$1.26M -$98.1K -1,727 -8%
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
$1.22M -$13.6M -239,710 -92%
SLAM
250
Swiss Life Asset Management
$1.21M -$5.65M -99,392 -83%