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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
376
Guyasuta Investment Advisors
Pennsylvania
$245K – – –
CRI
377
Colonial River Investments
Virginia
$245K +$14.4K +300 +6%
MHS
378
M Holdings Securities
Oregon
$244K +$238K +4,981 New
BMSSC
379
B. Metzler seel. Sohn & Co
Germany
$242K – – –
William Blair & Company
380
William Blair & Company
Illinois
$241K -$706K -14,747 -75%
MPCG
381
Matrix Private Capital Group
New York
$240K – – –
AWS
382
Atria Wealth Solutions
New York
$235K +$230K +4,807 New
Macquarie Group
383
Macquarie Group
Australia
$234K – – –
JIP
384
Jaffetilchin Investment Partners
Florida
$233K +$26.5K +554 +9%
MMG
385
Monetary Management Group
Missouri
$232K +$227K +4,750 New
MFW
386
Meristem Family Wealth
Minnesota
$231K – – –
PP
387
Prudential plc
United Kingdom
$231K +$226K +4,725 New
AWA
388
Arete Wealth Advisors
Illinois
$224K -$286K -5,977 -57%
SBIA
389
Sheaff Brock Investment Advisors
Indiana
$224K +$2.54K +53 +1%
HCM
390
Highlander Capital Management
New Jersey
$223K +$122K +2,550 +128%
LSA
391
Leonteq Securities AG
Switzerland
$220K +$43.7K +913 +25%
IAIM
392
International Assets Investment Management
Florida
$220K +$6.13K +128 +3%
WSC
393
Wellington Shields & Co
New York
$220K +$32.5K +680 +18%
Capstone Investment Advisors
394
Capstone Investment Advisors
New York
$220K +$215K +4,495 New
DCM
395
Driehaus Capital Management
Illinois
$217K +$212K +4,428 New
AAS
396
Ameritas Advisory Services
Nebraska
$217K +$212K +4,440 New
VIA
397
Vident Investment Advisory
Georgia
$215K +$210K +4,397 New
HWM
398
HB Wealth Management
Georgia
$214K +$210K +4,383 New
SEC
399
Seven Eight Capital
New York
$212K +$208K +4,337 New
CIA
400
Capital Investment Advisors
Georgia
$210K +$9.57K +200 +5%