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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
351
Acadian Asset Management
Massachusetts
$326K -$2.4M -50,099 -88%
FT
352
Fiduciary Trust
Massachusetts
$326K +$319K +6,657 New
Cetera Investment Advisers
353
Cetera Investment Advisers
Illinois
$318K -$28.8K -602 -8%
UB
354
UMB Bank
Missouri
$305K
KAS
355
Kestra Advisory Services
Texas
$304K +$32.8K +686 +12%
RPCONE
356
Retirement Planning Company of New England
Rhode Island
$302K +$138K +2,877 +87%
WWMSC
357
Wagner Wealth Management (South Carolina)
South Carolina
$302K +$161K +3,373 +121%
SOAMC
358
Spirit of America Management Corp
New York
$296K
LIM
359
Leavell Investment Management
Alabama
$293K -$514K -10,750 -64%
Vontobel Holding
360
Vontobel Holding
Switzerland
$293K -$36.8K -769 -11%
PPW
361
Parcion Private Wealth
Washington
$293K
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$290K +$149K +3,115 +110%
QT
363
Quantbot Technologies
New York
$290K +$284K +5,940 New
FG
364
Fiduciary Group
Georgia
$287K
BWM
365
BigSur Wealth Management
Florida
$285K
WIA
366
Westbourne Investment Advisors
Maryland
$284K +$4.79K +100 +2%
MFG
367
Magnus Financial Group
New York
$279K +$622 +13 +0.2%
LNC
368
Lincoln National Corp
Pennsylvania
$278K +$1.48K +31 +0.5%
HIA
369
Harbor Investment Advisory
Maryland
$274K +$19.1K +400 +8%
TFA
370
Triad Financial Advisors
North Carolina
$273K
SCM
371
Sterneck Capital Management
Missouri
$269K -$95.7K -2,000 -27%
GIM
372
Greenwich Investment Management
Connecticut
$259K +$15.3K +320 +6%
RCG
373
Regatta Capital Group
California
$252K
DT
374
Diversified Trust
Tennessee
$249K -$11.7K -245 -5%
NIM
375
Northeast Investment Management
Massachusetts
$246K +$1.29K +27 +0.5%