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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
301
Kingswood Wealth Advisors
California
$488K -$96.2K -2,922 -20%
SCP
302
Stamos Capital Partners
California
$487K +$394K +11,980 New
GAM
303
Guinness Asset Management
United Kingdom
$486K +$62.2K +1,888 +19%
Pathstone Holdings
304
Pathstone Holdings
New Jersey
$485K +$393K +11,923 New
MGAM
305
McGowan Group Asset Management
Texas
$480K -$16.3K -496 -4%
ProShare Advisors
306
ProShare Advisors
Maryland
$463K +$375K +11,386 New
GT
307
Glenmede Trust
Pennsylvania
$461K +$6.58K +200 +2%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$456K +$353K +10,730 +2,259%
RPCONE
309
Retirement Planning Company of New England
Rhode Island
$449K +$74.8K +2,273 +26%
Vanguard Personalized Indexing Management
310
Vanguard Personalized Indexing Management
California
$443K +$98.1K +2,980 +38%
NSIM
311
North Star Investment Management
Illinois
$443K +$1.58K +48 +0.4%
KA
312
Kovack Advisors
Florida
$442K -$2.7K -82 -0.7%
QCM
313
Qsemble Capital Management
New York
$441K -$426K -12,953 -54%
PI
314
PFG Investments
New York
$436K +$27.6K +837 +8%
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$435K
YMRC
316
Yorktown Management & Research Company
Virginia
$431K
CAN
317
Cetera Advisor Networks
California
$420K +$18K +546 +6%
CM
318
Capula Management
Cayman Islands
$415K -$161K -4,900 -32%
TPCW
319
TD Private Client Wealth
New York
$414K -$5.56K -169 -2%
FWM
320
FFT Wealth Management
Pennsylvania
$410K +$30.4K +922 +10%
TA
321
Teramo Advisors
Florida
$407K
LCS
322
Levin Capital Strategies
New York
$407K +$329K +10,000 New
Teacher Retirement System of Texas
323
Teacher Retirement System of Texas
Texas
$406K -$224K -6,809 -41%
CAM
324
Cresset Asset Management
Illinois
$388K +$92.2K +2,801 +42%
FSA
325
Fort Sheridan Advisors
Illinois
$387K