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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SW
351
SlateStone Wealth
Florida
$286K +$231K +7,029 New
Focus Partners Wealth
352
Focus Partners Wealth
Massachusetts
$276K +$223K +6,778 New
KCM
353
KRS Capital Management
Michigan
$276K -$5.6K -170 -2%
CIBC Asset Management
354
CIBC Asset Management
Ontario, Canada
$274K -$18.8K -571 -8%
PAS
355
Park Avenue Securities
New York
$266K +$215K +6,541 New
NIM
356
Northeast Investment Management
Massachusetts
$264K +$214K +6,500 New
PA
357
Profund Advisors
Maryland
$264K +$214K +6,496 New
BL
358
BFSG LLC
California
$258K -$15.8K -480 -7%
DG
359
DMC Group
Alabama
$257K +$208K +6,304 New
LCM
360
Landscape Capital Management
New Jersey
$251K +$203K +6,168 New
SOAMC
361
Spirit of America Management Corp
New York
$246K
CWM
362
CIBC World Markets
New York
$245K +$198K +6,017 New
DA
363
Duality Advisers
Florida
$245K +$198K +6,011 New
HIA
364
Harbor Investment Advisory
Maryland
$244K
PNAA
365
Pictet North America Advisors
Switzerland
$242K +$196K +5,950 New
PAG
366
Private Advisor Group
New Jersey
$241K +$195K +5,914 New
M&T Bank
367
M&T Bank
New York
$235K -$71.1K -2,158 -27%
HCM
368
Highlander Capital Management
New Jersey
$235K -$11.5K -350 -6%
TSS
369
Two Sigma Securities
New York
$232K +$187K +5,694 New
WJWM
370
Williams Jones Wealth Management
New York
$229K +$185K +5,620 New
WIA
371
Westbourne Investment Advisors
Maryland
$224K +$181K +5,500 New
LSA
372
Leonteq Securities AG
Switzerland
$219K -$69.9K -2,123 -28%
DAS
373
Dynamic Advisor Solutions
Arizona
$213K +$179K +5,423 New
Wellington Management Group
374
Wellington Management Group
Massachusetts
$213K +$172K +5,224 New
AHL
375
Abel Hall LLC
Louisiana
$211K +$171K +5,187 New