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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
EF
301
Empowered Funds
Pennsylvania
$556K -$93.5K -1,991 -13%
TPCW
302
TD Private Client Wealth
New York
$556K +$22.3K +474 +4%
GAM
303
Guinness Asset Management
United Kingdom
$553K -$109K -2,321 -15%
EC
304
EntryPoint Capital
New York
$552K +$383K +8,163 +165%
LFA
305
Legacy Financial Advisors
Kentucky
$552K +$4.7K +100 +0.8%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$552K -$210K -4,466 -25%
HWM
307
HB Wealth Management
Georgia
$551K -$37.6K -800 -6%
ZF
308
Zhang Financial
Michigan
$536K -$428K -9,118 -42%
BAMF
309
BI Asset Management Fondsmaeglerselskab
Denmark
$533K -$1.75M -37,347 -75%
First Manhattan
310
First Manhattan
New York
$516K
Schroder Investment Management Group
311
Schroder Investment Management Group
United Kingdom
$512K -$19.9K -424 -3%
FCM
312
FJ Capital Management
Virginia
$512K +$239K +5,094 +72%
SCM
313
Sterneck Capital Management
Missouri
$511K +$12.3K +261 +2%
CBU
314
CIBC Bancorp USA
Illinois
$503K +$6.01K +128 +1%
TFS
315
Thoroughbred Financial Services
Tennessee
$499K -$34.5K -734 -6%
4WM
316
44 Wealth Management
Oregon
$498K -$22.6K -482 -4%
AI
317
Atria Investments
North Carolina
$498K -$592K -12,609 -52%
EFG
318
Everhart Financial Group
Ohio
$479K +$10.5K +224 +2%
CIBC World Market
319
CIBC World Market
Ontario, Canada
$472K +$527K +11,212 New
NSIM
320
North Star Investment Management
Illinois
$471K -$1.36K -29 -0.3%
BPC
321
Bearing Point Capital
Minnesota
$464K +$29.6K +630 +6%
CCA
322
Catalyst Capital Advisors
New York
$463K
US Bancorp
323
US Bancorp
Minnesota
$463K -$27.3K -582 -5%
RPCONE
324
Retirement Planning Company of New England
Rhode Island
$462K +$49.6K +1,056 +11%
MGAM
325
McGowan Group Asset Management
Texas
$462K -$5.78K -123 -1%