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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$611K +$347K +6,991 +99%
USAA
277
United Services Automobile Association
Texas
$593K – – –
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$580K -$1.44M -29,115 -69%
AV
279
ASR Vermogensbeheer
Netherlands
$576K +$656K +13,225 New
SP
280
Stablepoint Partners
Massachusetts
$574K -$9.92K -200 -1%
JSW
281
Journey Strategic Wealth
New Jersey
$567K +$33.5K +676 +5%
SBH
282
Segall Bryant & Hamill
Illinois
$567K – – –
Janus Henderson Group
283
Janus Henderson Group
$560K -$119K -2,400 -16%
BRWA
284
B. Riley Wealth Advisors
Florida
$556K +$20.9K +422 +3%
PA
285
Promethium Advisors
Maryland
$548K -$17.4K -350 -3%
SCM
286
Sterling Capital Management
North Carolina
$531K -$39.9K -804 -6%
GAM
287
Guinness Asset Management
United Kingdom
$529K -$78.9K -1,590 -12%
SFS
288
Stiles Financial Services
Minnesota
$529K +$2.23K +45 +0.4%
HWM
289
HB Wealth Management
Georgia
$525K +$32.6K +657 +6%
DC
290
Davenport & Co
Virginia
$522K +$129K +2,607 +28%
NSIM
291
North Star Investment Management
Illinois
$517K -$56.1K -1,131 -9%
TGAM
292
TBH Global Asset Management
Tennessee
$513K – – –
BCI
293
Brinker Capital Investments
Pennsylvania
$509K +$162K +3,262 +39%
OPS
294
Orion Portfolio Solutions
Nebraska
$509K +$162K +3,262 +39%
Macquarie Group
295
Macquarie Group
Australia
$503K – – –
TRCT
296
Tower Research Capital (TRC)
New York
$503K -$78.1K -1,574 -12%
4WM
297
44 Wealth Management
Oregon
$502K +$571K +11,520 New
VCA
298
Verdence Capital Advisors
Maryland
$500K +$180K +3,625 +46%
PAS
299
Park Avenue Securities
New York
$493K +$150K +3,015 +36%
RPCONE
300
Retirement Planning Company of New England
Rhode Island
$493K +$51.8K +1,044 +10%