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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
RG
257
Rathbones Group
United Kingdom
$299K
DT
258
Diversified Trust
Tennessee
$289K
VWA
259
Visionary Wealth Advisors
Illinois
$289K
FSA
260
Fort Sheridan Advisors
Illinois
$288K
SOAMC
261
Spirit of America Management Corp
New York
$281K
MC
262
Moors & Cabot
Massachusetts
$280K
PPW
263
Parcion Private Wealth
Washington
$279K
Creative Planning
264
Creative Planning
Kansas
$273K -$1.22M -28,581 -83%
Allianz Asset Management
265
Allianz Asset Management
Germany
$271K -$9.66M -227,068 -97%
BWM
266
BigSur Wealth Management
Florida
$271K
WIA
267
Westbourne Investment Advisors
Maryland
$270K
KAS
268
Kestra Advisory Services
Texas
$266K +$243K +5,721 New
Two Sigma Investments
269
Two Sigma Investments
New York
$262K +$240K +5,646 New
GTCM
270
Gyon Technologies Capital Management
New Jersey
$255K +$234K +5,494 New
HIA
271
Harbor Investment Advisory
Maryland
$242K
LOAMS
272
Lombard Odier Asset Management (Switzerland)
Switzerland
$238K +$218K +5,124 New
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K +$120K +2,831 +126%
GIA
274
Guyasuta Investment Advisors
Pennsylvania
$232K +$213K +5,000 New
MPCG
275
Matrix Private Capital Group
New York
$228K +$208K +4,900 New