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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$327K -$42.5K -887 -11%
Manulife (Manufacturers Life Insurance)
302
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$327K
NFG
303
Next Financial Group
Texas
$322K -$28K -583 -8%
PPW
304
Parcion Private Wealth
Washington
$309K
FSA
305
Fort Sheridan Advisors
Illinois
$307K +$14.4K +300 +5%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$301K +$305K +6,364 New
IWC
307
Integrated Wealth Concepts
Massachusetts
$299K +$304K +6,333 New
DT
308
Diversified Trust
Tennessee
$294K
EGM
309
Engineers Gate Manager
New York
$291K +$295K +6,147 New
LNC
310
Lincoln National Corp
Pennsylvania
$289K -$59.4K -1,238 -17%
SOAMC
311
Spirit of America Management Corp
New York
$286K
VWA
312
Visionary Wealth Advisors
Illinois
$284K -$9.59K -200 -3%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$281K +$71.2K +1,485 +33%
MC
314
Moors & Cabot
Massachusetts
$277K -$8.39K -175 -3%
BWM
315
BigSur Wealth Management
Florida
$275K
WIA
316
Westbourne Investment Advisors
Maryland
$269K -$4.79K -100 -2%
KAS
317
Kestra Advisory Services
Texas
$261K -$9.64K -201 -4%
Macquarie Group
318
Macquarie Group
Australia
$259K -$1.95M -40,728 -88%
Vanguard Personalized Indexing Management
319
Vanguard Personalized Indexing Management
California
$258K -$324K -6,764 -55%
HIA
320
Harbor Investment Advisory
Maryland
$246K
JIP
321
Jaffetilchin Investment Partners
Florida
$239K +$243K +5,062 New
GIA
322
Guyasuta Investment Advisors
Pennsylvania
$236K
MPCG
323
Matrix Private Capital Group
New York
$232K
MFG
324
Magnus Financial Group
New York
$232K +$235K +4,898 New
USCWA
325
U.S. Capital Wealth Advisors
Texas
$232K +$236K +4,916 New