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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
326
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267K +$5.83K +152 +2%
Wellington Management Group
327
Wellington Management Group
Massachusetts
$261K -$14.4M -375,945 -98%
RJT
328
Raymond James Trust
Florida
$261K -$6.28K -164 -2%
SWM
329
Segment Wealth Management
Texas
$260K – – –
AWM
330
Affinity Wealth Management
Delaware
$255K -$243K -6,331 -44%
SC
331
Slow Capital
California
$254K -$2.68K -70 -0.9%
AWM
332
Apollon Wealth Management
South Carolina
$251K +$2.07K +54 +0.7%
YIH
333
Y-Intercept (HK)
Hong Kong
$250K +$303K +7,904 New
QI
334
Qtron Investments
Massachusetts
$249K -$314K -8,197 -51%
M&T Bank
335
M&T Bank
New York
$246K -$40.7K -1,062 -12%
AWM
336
AE Wealth Management
Kansas
$246K +$230 +6 +0.1%
FSA
337
Fort Sheridan Advisors
Illinois
$245K +$10.5K +275 +4%
UB
338
UMB Bank
Missouri
$242K +$53.7K +1,402 +22%
FT
339
Fiduciary Trust
Massachusetts
$240K +$35.4K +925 +14%
GT
340
Glenview Trust
Kentucky
$237K – – –
BFM
341
Boothbay Fund Management
New York
$237K +$286K +7,475 New
EC
342
EdgeRock Capital
Colorado
$237K +$287K +7,491 New
YMRC
343
Yorktown Management & Research Company
Virginia
$237K +$287K +7,500 New
RPCONE
344
Retirement Planning Company of New England
Rhode Island
$236K +$49.7K +1,298 +21%
NW
345
NewEdge Wealth
Pennsylvania
$232K -$2.57M -67,090 -90%
WJWM
346
Williams Jones Wealth Management
New York
$231K -$4.87K -127 -2%
Macquarie Group
347
Macquarie Group
Australia
$227K +$92.2K +2,406 +50%
KWM
348
Keebeck Wealth Management
Illinois
$223K – – –
QT
349
Quantamental Technologies
New York
$223K +$270K +7,036 New
TRCT
350
Tower Research Capital (TRC)
New York
$220K -$276K -7,209 -51%