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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
Baldwin Wealth Partners
Massachusetts
$873K – – –
Simplex Trading
252
Simplex Trading
Illinois
$867K +$861K +15,809 New
AF
253
Advisornet Financial
Minnesota
$866K -$74.7K -1,372 -8%
Swedbank
254
Swedbank
Sweden
$858K – – –
AIP
255
Ameritas Investment Partners
Nebraska
$850K – – –
ORC
256
O'Rourke & Company
Massachusetts
$849K +$842K +15,461 New
PAG
257
Private Advisory Group
Washington
$842K +$835K +15,335 New
CAM
258
Cresset Asset Management
Illinois
$836K +$22.3K +410 +3%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$835K +$48.1K +884 +6%
CA
260
Carson Advisory
Georgia
$834K +$828K +15,200 New
ATPW
261
Ashton Thomas Private Wealth
Arizona
$831K +$824K +15,132 New
EH
262
Equitable Holdings
New York
$830K – – –
SS
263
Simplicity Solutions
Minnesota
$820K +$814K +14,952 New
CG
264
Colony Group
Massachusetts
$812K – – –
Principal Financial Group
265
Principal Financial Group
Iowa
$812K +$116K +2,136 +17%
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$792K +$192K +3,522 +31%
PSP
267
Principal Street Partners
Tennessee
$780K +$773K +14,201 New
OMC
268
Old Mission Capital
Illinois
$775K +$769K +14,112 New
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$769K -$746K -13,691 -49%
New York State Teachers Retirement System (NYSTRS)
270
New York State Teachers Retirement System (NYSTRS)
New York
$769K +$10.9K +200 +1%
WBC
271
Westpac Banking Corp
Australia
$759K – – –
TP
272
Tranquility Partners
Tennessee
$745K +$3.05K +56 +0.4%
SG Americas Securities
273
SG Americas Securities
New York
$720K -$79.3K -1,456 -10%
MGAM
274
McGowan Group Asset Management
Texas
$710K +$490 +9 +0.1%
TD Asset Management
275
TD Asset Management
Ontario, Canada
$707K -$136K -2,501 -16%