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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
RC
301
RegentAtlantic Capital
New Jersey
$339K -$1.69K -44 -0.4%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$334K – – –
HWAM
303
Hennion & Walsh Asset Management
New Jersey
$331K +$106K +2,755 +36%
SS
304
Simplicity Solutions
Minnesota
$325K +$81.4K +2,123 +26%
TPW
305
Transatlantique Private Wealth
New York
$323K +$390K +10,189 New
Axa
306
Axa
France
$320K -$19.8M -516,901 -98%
RIG
307
Roosevelt Investment Group
New York
$317K – – –
Creative Planning
308
Creative Planning
Kansas
$317K +$26.7K +696 +7%
ProShare Advisors
309
ProShare Advisors
Maryland
$316K -$70.9K -1,851 -16%
Daiwa Securities Group
310
Daiwa Securities Group
Japan
$311K +$86.6K +2,260 +30%
NIM
311
Northeast Investment Management
Massachusetts
$311K +$183K +4,784 +95%
EDRH
312
Edmond de Rothschild Holding
Switzerland
$311K +$326K +8,517 +658%
EGM
313
Engineers Gate Manager
New York
$308K +$372K +9,717 New
VWA
314
Visionary Wealth Advisors
Illinois
$304K +$25.3K +661 +7%
VanEck Associates
315
VanEck Associates
New York
$300K -$4.45K -116 -1%
KCM
316
Kendall Capital Management
Maryland
$298K +$360K +9,405 New
AAS
317
Ameritas Advisory Services
Nebraska
$294K +$186K +4,845 +109%
Nordea Investment Management
318
Nordea Investment Management
Sweden
$287K -$12.8K -335 -3%
KA
319
Kovack Advisors
Florida
$287K +$2.53K +66 +0.7%
TFS
320
Thoroughbred Financial Services
Tennessee
$282K +$39.7K +1,035 +13%
BAM
321
Belpointe Asset Management
Nevada
$281K +$18.9K +492 +6%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$280K +$75.8K +1,979 +29%
EGA
323
E&G Advisors
Texas
$279K -$23K -600 -6%
FG
324
Fiduciary Group
Georgia
$278K – – –
MC
325
Moors & Cabot
Massachusetts
$268K +$38.3K +1,000 +13%