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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Mission Wealth Management
California
$394K – – –
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$390K +$63.8K +1,172 +20%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K -$5.45K -100 -1%
KWM
329
Keebeck Wealth Management
Illinois
$387K – – –
DWM
330
Dakota Wealth Management
Florida
$384K – – –
WJWM
331
Williams Jones Wealth Management
New York
$381K – – –
Jane Street
332
Jane Street
New York
$380K -$98.7M -1,812,296 -100%
ZF
333
Zhang Financial
Michigan
$379K +$376K +6,911 New
Vontobel Holding
334
Vontobel Holding
Switzerland
$372K +$137K +2,520 +59%
ALAM
335
Asahi Life Asset Management
Japan
$369K -$51.2K -940 -12%
IWC
336
Integrated Wealth Concepts
Massachusetts
$362K +$13.9K +255 +4%
FSA
337
Fort Sheridan Advisors
Illinois
$357K – – –
Manulife (Manufacturers Life Insurance)
338
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$351K -$28.6K -525 -8%
TC
339
TwinBeech Capital
New York
$345K -$241K -4,416 -41%
UB
340
UMB Bank
Missouri
$343K +$340K +6,244 New
MC
341
Moors & Cabot
Massachusetts
$338K +$16.3K +300 +5%
SOAMC
342
Spirit of America Management Corp
New York
$332K – – –
JIP
343
Jaffetilchin Investment Partners
Florida
$329K +$51.1K +938 +19%
GPWA
344
Great Point Wealth Advisors
Massachusetts
$329K +$327K +6,000 New
BWM
345
BigSur Wealth Management
Florida
$320K – – –
VWA
346
Visionary Wealth Advisors
Illinois
$319K -$10.9K -200 -3%
Walleye Capital
347
Walleye Capital
New York
$318K +$44.7K +820 +16%
WIA
348
Westbourne Investment Advisors
Maryland
$313K – – –
MFG
349
Magnus Financial Group
New York
$312K +$42.8K +785 +16%
LNC
350
Lincoln National Corp
Pennsylvania
$310K -$25.9K -476 -8%