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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Apollon Wealth Management
South Carolina
$1.51M +$80.3K +1,286 +6%
ZF
252
Zhang Financial
Michigan
$1.49M -$173K -2,777 -10%
Mariner
253
Mariner
Kansas
$1.48M -$583K -9,332 -28%
I
254
InceptionR
California
$1.44M +$1.43M +22,960 New
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$1.41M +$624K +9,985 +80%
P
256
&Partners
Tennessee
$1.4M -$30.2K -484 -2%
DADC
257
D.A. Davidson & Co
Montana
$1.39M -$171K -2,740 -11%
DWP
258
Daymark Wealth Partners
Ohio
$1.38M +$189K +3,023 +16%
Nordea Investment Management
259
Nordea Investment Management
Sweden
$1.36M +$123K +1,966 +10%
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$23.3K +373 +2%
Federated Hermes
261
Federated Hermes
Pennsylvania
$1.33M +$83.5K +1,336 +7%
BCI
262
Brinker Capital Investments
Pennsylvania
$1.33M +$386K +6,180 +41%
William Blair & Company
263
William Blair & Company
Illinois
$1.27M +$67.5K +1,080 +6%
CCS
264
Concentric Capital Strategies
Connecticut
$1.27M +$1.26M +20,206 New
BEI
265
Benjamin Edwards Inc
Missouri
$1.26M +$187K +3,000 +18%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$1.26M
CA
267
Carson Advisory
Georgia
$1.26M -$43.7K -700 -3%
HRC
268
Hoertkorn Richard Charles
$1.25M
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$1.24M +$37.5K +600 +3%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$1.24M -$462K -7,399 -27%
SAM
271
Securian Asset Management
Minnesota
$1.22M +$205K +3,278 +20%
AWA
272
Arkadios Wealth Advisors
Georgia
$1.19M +$82.5K +1,321 +7%
GBA
273
Garrison Bradford & Associates
New York
$1.18M -$6.25K -100 -0.5%
ICM
274
Intrepid Capital Management
Florida
$1.17M -$41.2K -660 -3%
CP
275
CenterBook Partners
Connecticut
$1.14M +$325K +5,206 +40%