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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
IC
251
Inscription Capital
Texas
$335K +$306K +7,200 New
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$334K -$27.5K -647 -8%
MWM
253
Mission Wealth Management
California
$334K – – –
KWM
254
Keebeck Wealth Management
Illinois
$328K – – –
WJWM
255
Williams Jones Wealth Management
New York
$322K – – –
Manulife (Manufacturers Life Insurance)
256
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$321K – – –
MLICM
257
Metropolitan Life Insurance Company (MetLife)
New York
$312K +$159K +3,742 +126%
RG
258
Rathbones Group
United Kingdom
$299K – – –
DT
259
Diversified Trust
Tennessee
$289K – – –
VWA
260
Visionary Wealth Advisors
Illinois
$289K – – –
FSA
261
Fort Sheridan Advisors
Illinois
$288K – – –
SOAMC
262
Spirit of America Management Corp
New York
$281K – – –
MC
263
Moors & Cabot
Massachusetts
$280K – – –
PPW
264
Parcion Private Wealth
Washington
$279K – – –
Creative Planning
265
Creative Planning
Kansas
$273K -$1.22M -28,581 -83%
Allianz Asset Management
266
Allianz Asset Management
Germany
$271K -$9.66M -227,068 -97%
BWM
267
BigSur Wealth Management
Florida
$271K – – –
WIA
268
Westbourne Investment Advisors
Maryland
$270K – – –
KAS
269
Kestra Advisory Services
Texas
$266K +$243K +5,721 New
Two Sigma Investments
270
Two Sigma Investments
New York
$262K +$240K +5,646 New
GTCM
271
Gyon Technologies Capital Management
New Jersey
$255K +$234K +5,494 New
HIA
272
Harbor Investment Advisory
Maryland
$242K – – –
LOAMS
273
Lombard Odier Asset Management (Switzerland)
Switzerland
$238K +$218K +5,124 New
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K +$120K +2,831 +126%
GIA
275
Guyasuta Investment Advisors
Pennsylvania
$232K +$213K +5,000 New