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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
376
Westbourne Investment Advisors
Maryland
$245K +$8.39K +200 +4%
PA
377
Profund Advisors
Maryland
$244K -$10K -239 -4%
JIP
378
Jaffetilchin Investment Partners
Florida
$242K +$4.62K +110 +2%
BNP Paribas Asset Management
379
BNP Paribas Asset Management
France
$242K -$86.9K -2,072 -27%
FPCP
380
Fort Point Capital Partners
California
$242K -$10.5K -250 -4%
HCPC
381
Hamilton Capital Partners (Canada)
$241K +$75.5K +1,800 +47%
SLAM
382
Swiss Life Asset Management
$238K -$90.8K -2,163 -28%
IWC
383
Integrated Wealth Concepts
Massachusetts
$236K -$16.7K -399 -7%
VA
384
Vident Advisory
Georgia
$236K +$6.71K +160 +3%
CI Investments Inc
385
CI Investments Inc
Ontario, Canada
$234K +$17.9K +427 +9%
DAS
386
Dynamic Advisor Solutions
Arizona
$233K -$378 -9 -0.2%
BP
387
Ballentine Partners
Massachusetts
$233K +$227K +5,401 New
M&T Bank
388
M&T Bank
New York
$223K
Credit Agricole
389
Credit Agricole
France
$223K +$28.1K +670 +15%
RCG
390
Regatta Capital Group
California
$222K
KCM
391
KRS Capital Management
Michigan
$220K
CCB
392
Cutter & Co Brokerage
Missouri
$219K +$214K +5,091 New
YIA
393
YHB Investment Advisors
Connecticut
$218K
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$218K +$212K +5,059 New
SC
395
Slow Capital
California
$217K
CLA
396
Carnegie Lake Advisors
New Jersey
$216K +$210K +5,015 New
MWM
397
Mission Wealth Management
California
$216K
UB
398
UMB Bank
Missouri
$215K +$8.77K +209 +4%
AT
399
American Trust
Kentucky
$214K -$16.7K -397 -7%
GI
400
GAMMA Investing
California
$213K +$19.6K +466 +10%