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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BI
301
Bramshill Investments
Florida
$517K -$711K -13,057 -58%
EGA
302
E&G Advisors
Texas
$516K
Nordea Investment Management
303
Nordea Investment Management
Sweden
$509K
OTL
304
Oak Thistle LLC
New York
$498K +$495K +9,080 New
RJT
305
Raymond James Trust
Florida
$494K -$29K -532 -6%
Twin Tree Management
306
Twin Tree Management
Texas
$476K +$424K +7,793 +890%
EI
307
Ethic Inc
New York
$466K +$463K +8,495 New
Vanguard Personalized Indexing Management
308
Vanguard Personalized Indexing Management
California
$450K +$148K +2,723 +50%
FG
309
Fiduciary Group
Georgia
$445K +$5.45K +100 +1%
AWM
310
Apollon Wealth Management
South Carolina
$432K +$194K +3,553 +82%
NW
311
NewEdge Wealth
Pennsylvania
$432K +$429K +7,869 New
TFS
312
Thoroughbred Financial Services
Tennessee
$431K +$926 +17 +0.2%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$426K +$75.9K +1,393 +22%
Aberdeen Group
314
Aberdeen Group
United Kingdom
$423K -$42.6K -782 -9%
HWAM
315
Hennion & Walsh Asset Management
New Jersey
$423K -$28.9K -530 -6%
VanEck Associates
316
VanEck Associates
New York
$417K +$413K +7,591 New
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$416K +$21.8K +400 +6%
KA
318
Kovack Advisors
Florida
$412K -$980 -18 -0.2%
SCM
319
Sterneck Capital Management
Missouri
$412K
Creative Planning
320
Creative Planning
Kansas
$402K -$51K -936 -11%
Cambridge Investment Research Advisors
321
Cambridge Investment Research Advisors
Iowa
$398K +$18.7K +343 +5%
UFF
322
USA Financial Formulas
Michigan
$397K -$115K -2,120 -23%
PWP
323
Principle Wealth Partners
Connecticut
$395K
MWM
324
Mission Wealth Management
California
$394K
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$390K +$63.8K +1,172 +20%