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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
251
Independent Solutions Wealth Management
New York
$906K -$8.33K -174 -0.9%
KPWS
252
Kestra Private Wealth Services
Texas
$904K +$80.7K +1,687 +10%
NAM
253
Nissay Asset Management
Japan
$902K +$14.7K +307 +2%
DAC
254
Dividend Assets Capital
South Carolina
$890K – – –
NSIM
255
North Star Investment Management
Illinois
$890K +$33.5K +700 +4%
SG Americas Securities
256
SG Americas Securities
New York
$852K +$207K +4,316 +33%
Zurich Cantonal Bank
257
Zurich Cantonal Bank
Switzerland
$832K -$510K -10,666 -39%
Holocene Advisors
258
Holocene Advisors
New York
$807K +$789K +16,495 New
EH
259
Equitable Holdings
New York
$803K +$62.2K +1,300 +9%
CAM
260
Carret Asset Management
New York
$797K – – –
GAM
261
Guinness Asset Management
United Kingdom
$794K -$137K -2,857 -15%
WCM
262
Weik Capital Management
Pennsylvania
$788K +$247K +5,160 +47%
AF
263
Advisornet Financial
Minnesota
$787K +$15.1K +315 +2%
QI
264
Qtron Investments
Massachusetts
$786K -$88.2K -1,843 -10%
CGH
265
Crossmark Global Holdings
Texas
$785K +$768K +16,050 New
TCM
266
Teza Capital Management
Illinois
$784K +$767K +16,028 New
BWP
267
Baldwin Wealth Partners
Massachusetts
$778K – – –
ZF
268
Zhang Financial
Michigan
$774K +$426K +8,905 +129%
ESCM
269
Echo Street Capital Management
New York
$774K +$758K +15,833 New
Swedbank
270
Swedbank
Sweden
$772K – – –
AIP
271
Ameritas Investment Partners
Nebraska
$758K – – –
ORC
272
O'Rourke & Company
Massachusetts
$757K +$526 +11 +0.1%
GAM
273
Gotham Asset Management
New York
$746K -$85.3K -1,782 -10%
CA
274
Carson Advisory
Georgia
$743K – – –
First Manhattan
275
First Manhattan
New York
$731K -$47.9K -1,000 -6%