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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Advisornet Financial
Minnesota
$534K +$30.2K +789 +5%
ZF
252
Zhang Financial
Michigan
$531K +$37.2K +971 +6%
SW
253
SteelPeak Wealth
California
$529K +$201K +5,250 +46%
OFS
254
OneAscent Financial Services
Alabama
$517K +$625K +16,318 New
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$516K +$357K +9,310 +133%
EI
256
Ethic Inc
New York
$510K +$150K +3,919 +32%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$504K +$137K +3,569 +29%
BWP
258
Baldwin Wealth Partners
Massachusetts
$503K – – –
TD Asset Management
259
TD Asset Management
Ontario, Canada
$494K +$111K +2,900 +23%
CA
260
Carson Advisory
Georgia
$492K +$13.4K +350 +2%
AIP
261
Ameritas Investment Partners
Nebraska
$490K – – –
EMPI
262
Elo Mutual Pension Insurance
Finland
$487K +$105K +2,752 +22%
JF
263
Jump Financial
Illinois
$481K +$582K +15,200 New
PSP
264
Principal Street Partners
Tennessee
$479K +$25.2K +658 +5%
IIM
265
INTECH Investment Management
Florida
$476K +$576K +15,020 New
First Manhattan
266
First Manhattan
New York
$473K – – –
CG
267
Colony Group
Massachusetts
$464K -$4.67K -122 -0.8%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$458K -$1.03M -26,926 -65%
New York State Teachers Retirement System (NYSTRS)
269
New York State Teachers Retirement System (NYSTRS)
New York
$456K +$3.83K +100 +0.7%
TP
270
Tranquility Partners
Tennessee
$448K +$15.3K +400 +3%
ORC
271
O'Rourke & Company
Massachusetts
$445K -$54.8K -1,430 -9%
PAM
272
Panagora Asset Management
Massachusetts
$440K +$533K +13,906 New
RIM
273
Redpoint Investment Management
Australia
$439K +$109K +2,842 +26%
TI
274
Tidal Investments
Wisconsin
$439K +$532K +13,871 New
WBC
275
Westpac Banking Corp
Australia
$438K – – –