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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
276
O'Rourke & Company
Massachusetts
$849K -$29.2K -678 -4%
SF
277
Synovus Financial
Georgia
$844K +$12.1K +281 +2%
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$841K +$407K +9,441 +136%
SAM
279
Securian Asset Management
Minnesota
$834K +$11.8K +273 +2%
4WM
280
44 Wealth Management
Oregon
$833K +$202K +4,692 +41%
BWP
281
Baldwin Wealth Partners
Massachusetts
$808K
AWA
282
Arete Wealth Advisors
Illinois
$805K -$4.22K -98 -0.6%
TPCW
283
TD Private Client Wealth
New York
$796K +$233K +5,411 +54%
AF
284
Avanza Fonder
Sweden
$792K
ACM
285
Aster Capital Management
United Arab Emirates
$789K +$661K +15,355 New
BCI
286
Brinker Capital Investments
Pennsylvania
$772K +$144K +3,344 +29%
SCP
287
Stamos Capital Partners
California
$756K +$242K +5,618 +62%
SP
288
Stablepoint Partners
Massachusetts
$748K +$59.6K +1,383 +10%
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
$727K +$2.63K +61 +0.4%
First Manhattan
290
First Manhattan
New York
$723K
US Bancorp
291
US Bancorp
Minnesota
$705K -$216K -5,012 -27%
TFS
292
Thoroughbred Financial Services
Tennessee
$702K -$124K -2,876 -17%
AV
293
ASR Vermogensbeheer
Netherlands
$678K -$1.68K -39 -0.3%
CP
294
CenterBook Partners
Connecticut
$668K +$560K +13,004 New
SBH
295
Segall Bryant & Hamill
Illinois
$668K
SFC
296
SYM Financial Corp
Indiana
$667K -$87.1K -2,021 -13%
EDRH
297
Edmond de Rothschild Holding
Switzerland
$665K -$7.74M -179,716 -93%
DC
298
Davenport & Co
Virginia
$654K +$32.7K +758 +6%
MSRPS
299
Maryland State Retirement & Pension System
Maryland
$653K +$107K +2,479 +24%
PAS
300
Park Avenue Securities
New York
$652K +$59.4K +1,379 +12%