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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
RC
301
RegentAtlantic Capital
New Jersey
$539K +$2.45K +45 +0.5%
SS
302
Sunbelt Securities
Texas
$522K +$29.8K +547 +5%
BI
303
Bramshill Investments
Florida
$517K -$711K -13,057 -58%
EGA
304
E&G Advisors
Texas
$516K – – –
Nordea Investment Management
305
Nordea Investment Management
Sweden
$509K – – –
OTL
306
Oak Thistle LLC
New York
$498K +$495K +9,080 New
RJT
307
Raymond James Trust
Florida
$494K -$29K -532 -6%
Twin Tree Management
308
Twin Tree Management
Texas
$476K +$424K +7,793 +890%
EI
309
Ethic Inc
New York
$466K +$463K +8,495 New
Vanguard Personalized Indexing Management
310
Vanguard Personalized Indexing Management
California
$450K +$148K +2,723 +50%
FG
311
Fiduciary Group
Georgia
$445K +$5.45K +100 +1%
AWM
312
Apollon Wealth Management
South Carolina
$432K +$194K +3,553 +82%
NW
313
NewEdge Wealth
Pennsylvania
$432K +$429K +7,869 New
TFS
314
Thoroughbred Financial Services
Tennessee
$431K +$926 +17 +0.2%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$426K +$75.9K +1,393 +22%
Aberdeen Group
316
Aberdeen Group
United Kingdom
$423K -$42.6K -782 -9%
HWAM
317
Hennion & Walsh Asset Management
New Jersey
$423K -$28.9K -530 -6%
VanEck Associates
318
VanEck Associates
New York
$417K +$413K +7,591 New
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$416K +$21.8K +400 +6%
KA
320
Kovack Advisors
Florida
$412K -$980 -18 -0.2%
SCM
321
Sterneck Capital Management
Missouri
$412K – – –
Creative Planning
322
Creative Planning
Kansas
$402K -$51K -936 -11%
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$398K +$18.7K +343 +5%
UFF
324
USA Financial Formulas
Michigan
$397K -$115K -2,120 -23%
PWP
325
Principle Wealth Partners
Connecticut
$395K – – –