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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CL
326
Choreo LLC
Illinois
$379K +$60.3K +1,438 +20%
PAG
327
Private Advisor Group
New Jersey
$375K -$53.3K -1,270 -13%
EGA
328
E&G Advisors
Texas
$375K
SCM
329
Shelton Capital Management
Colorado
$373K
MYAM
330
Meiji Yasuda Asset Management
Japan
$373K +$17.4K +414 +5%
MC
331
Moors & Cabot
Massachusetts
$368K +$37.8K +900 +12%
FG
332
Fiduciary Group
Georgia
$366K
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$364K +$75.4K +1,798 +27%
GT
334
Glenview Trust
Kentucky
$361K +$8.18K +195 +2%
SCM
335
Sterling Capital Management
North Carolina
$361K +$352K +8,390 New
TSWM
336
Triangle Securities Wealth Management
North Carolina
$359K -$28.3K -675 -7%
Wellington Management Group
337
Wellington Management Group
Massachusetts
$358K +$86.2K +2,055 +33%
HWM
338
HB Wealth Management
Georgia
$357K +$348K +8,292 New
SWM
339
Segment Wealth Management
Texas
$353K
NIM
340
Northeast Investment Management
Massachusetts
$350K -$126 -3 -0%
DC
341
Davenport & Co
Virginia
$349K +$60.3K +1,437 +22%
MGIA
342
Moneta Group Investment Advisors
Missouri
$348K -$102K -2,426 -23%
PWP
343
Principle Wealth Partners
Connecticut
$346K
NW
344
NewEdge Wealth
Pennsylvania
$345K +$2.9K +69 +0.9%
DTL
345
Dynamic Technology Lab
Singapore
$337K -$1.4M -33,483 -81%
VCA
346
Verdence Capital Advisors
Maryland
$337K +$15.8K +377 +5%
IMCOOI
347
Investment Management Corp of Ontario (IMCO)
Canada
$332K +$105K +2,500 +48%
YIH
348
Y-Intercept (HK)
Hong Kong
$326K -$215K -5,116 -40%
EC
349
EdgeRock Capital
Colorado
$323K +$629 +15 +0.2%
VWA
350
Visionary Wealth Advisors
Illinois
$321K -$12.5K -297 -4%