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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
351
Capital International Sarl
California
$395K +$364K +8,410 New
FG
352
Fiduciary Group
Georgia
$394K
AIM
353
Aigen Investment Management
New York
$392K +$361K +8,360 New
MYAM
354
Meiji Yasuda Asset Management
Japan
$391K +$361K +8,345 New
SWM
355
Segment Wealth Management
Texas
$385K
GT
356
Glenview Trust
Kentucky
$384K -$52.6K -1,218 -13%
NIM
357
Northeast Investment Management
Massachusetts
$378K +$67.5K +1,562 +24%
PWP
358
Principle Wealth Partners
Connecticut
$377K
HI
359
Handelsinvest Investeringsforvaltning
Denmark
$375K -$180K -4,153 -34%
VWA
360
Visionary Wealth Advisors
Illinois
$368K
SCM
361
Sterneck Capital Management
Missouri
$358K -$328K -7,600 -50%
ALAM
362
Asahi Life Asset Management
Japan
$357K +$329K +7,620 New
LSAG
363
Lake Street Advisors Group
New Hampshire
$354K -$6.53K -151 -2%
EC
364
EdgeRock Capital
Colorado
$351K
PAS
365
Park Avenue Securities
New York
$350K +$39.4K +911 +14%
PA
366
Profund Advisors
Maryland
$345K +$37.5K +867 +13%
Wealth Enhancement Advisory Services
367
Wealth Enhancement Advisory Services
Minnesota
$338K -$27.6K -639 -8%
MWA
368
Monograph Wealth Advisors
California
$337K +$310K +7,175 New
KWM
369
Keebeck Wealth Management
Illinois
$331K
SW
370
SlateStone Wealth
Florida
$330K
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$326K -$10.9K -252 -4%
DTL
372
Dynamic Technology Lab
Singapore
$320K -$98K -2,267 -25%
CIBC Asset Management
373
CIBC Asset Management
Ontario, Canada
$316K +$605 +14 +0.2%
FPCP
374
Fort Point Capital Partners
California
$303K -$34.6K -800 -11%
DG
375
DMC Group
Alabama
$301K +$4.93K +114 +2%