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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K -$5.45K -100 -1%
KWM
327
Keebeck Wealth Management
Illinois
$387K
DWM
328
Dakota Wealth Management
Florida
$384K
WJWM
329
Williams Jones Wealth Management
New York
$381K
Jane Street
330
Jane Street
New York
$380K -$98.7M -1,812,296 -100%
ZF
331
Zhang Financial
Michigan
$379K +$376K +6,911 New
Vontobel Holding
332
Vontobel Holding
Switzerland
$372K +$137K +2,520 +59%
ALAM
333
Asahi Life Asset Management
Japan
$369K -$51.2K -940 -12%
IWC
334
Integrated Wealth Concepts
Massachusetts
$362K +$13.9K +255 +4%
FSA
335
Fort Sheridan Advisors
Illinois
$357K
TC
336
TwinBeech Capital
New York
$345K -$241K -4,416 -41%
UB
337
UMB Bank
Missouri
$343K +$340K +6,244 New
MC
338
Moors & Cabot
Massachusetts
$338K +$16.3K +300 +5%
SOAMC
339
Spirit of America Management Corp
New York
$332K
JIP
340
Jaffetilchin Investment Partners
Florida
$329K +$51.1K +938 +19%
GPWA
341
Great Point Wealth Advisors
Massachusetts
$329K +$327K +6,000 New
BWM
342
BigSur Wealth Management
Florida
$320K
VWA
343
Visionary Wealth Advisors
Illinois
$319K -$10.9K -200 -3%
Walleye Capital
344
Walleye Capital
New York
$318K +$44.7K +820 +16%
WIA
345
Westbourne Investment Advisors
Maryland
$313K
MFG
346
Magnus Financial Group
New York
$312K +$42.8K +785 +16%
LNC
347
Lincoln National Corp
Pennsylvania
$310K -$25.9K -476 -8%
PPW
348
Parcion Private Wealth
Washington
$307K
TFA
349
Triad Financial Advisors
North Carolina
$306K +$304K +5,580 New
KAS
350
Kestra Advisory Services
Texas
$304K +$980 +18 +0.3%