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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
276
Journey Strategic Wealth
New Jersey
$846K -$23.7K -429 -2%
GAG
277
GM Advisory Group
New York
$834K -$58.8K -1,067 -6%
IMCOOI
278
Investment Management Corp of Ontario (IMCO)
Canada
$814K +$49.6K +900 +6%
QCM
279
QRG Capital Management
Illinois
$814K +$219K +3,972 +31%
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$807K +$42.8K +776 +5%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$799K -$47.7K -865 -5%
WPW
282
Winthrop Partners - WNY
New York
$792K +$3.2K +58 +0.4%
BWP
283
Baldwin Wealth Partners
Massachusetts
$761K
ORC
284
O'Rourke & Company
Massachusetts
$751K +$3.69K +67 +0.4%
BEI
285
Benjamin Edwards Inc
Missouri
$750K -$34.2K -620 -4%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$749K +$172K +3,128 +25%
GAM
287
Guinness Asset Management
United Kingdom
$748K -$9.21K -167 -1%
CA
288
Clearstead Advisors
Ohio
$740K -$37.3K -676 -4%
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
$739K +$33.6K +609 +4%
National Pension Service
290
National Pension Service
South Korea
$738K +$82.7K +1,500 +11%
EF
291
Empowered Funds
Pennsylvania
$735K +$179K +3,237 +27%
AWA
292
Arete Wealth Advisors
Illinois
$722K -$11.6K -211 -1%
WA
293
Waverly Advisors
Alabama
$718K +$169K +3,056 +26%
KAS
294
Kestra Advisory Services
Texas
$713K -$50.2K -911 -6%
BNP Paribas Asset Management
295
BNP Paribas Asset Management
France
$690K -$301K -5,462 -28%
HP
296
Havemeyer Place
Connecticut
$689K +$529K +9,591 +206%
SP
297
Stablepoint Partners
Massachusetts
$686K -$55 -1 -0%
HWM
298
HB Wealth Management
Georgia
$672K +$91.4K +1,657 +14%
CAM
299
Cresset Asset Management
Illinois
$669K +$546K +9,896 +252%
MSRPS
300
Maryland State Retirement & Pension System
Maryland
$653K