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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
IMCOOI
376
Investment Management Corp of Ontario (IMCO)
Canada
$324K -$65.9K -1,300 -17%
FCM
377
Fieldview Capital Management
Michigan
$319K +$320K +6,321 New
BL
378
BFSG LLC
California
$319K -$22.8K -450 -7%
BMSSC
379
B. Metzler seel. Sohn & Co
Germany
$311K
CP
380
Covenant Partners
Tennessee
$309K +$311K +6,129 New
LSAG
381
Lake Street Advisors Group
New Hampshire
$309K -$58.1K -1,147 -16%
M&T Bank
382
M&T Bank
New York
$308K +$47K +928 +18%
SOAMC
383
Spirit of America Management Corp
New York
$305K
CCA
384
Catalyst Capital Advisors
New York
$303K -$33.1K -653 -10%
SIG
385
Stonegate Investment Group
Alabama
$303K
PNAA
386
Pictet North America Advisors
Switzerland
$300K
CL
387
Choreo LLC
Illinois
$295K -$149K -2,935 -33%
PAG
388
Private Advisor Group
New Jersey
$292K -$149K -2,932 -34%
WIA
389
Westbourne Investment Advisors
Maryland
$288K
CAM
390
Cresset Asset Management
Illinois
$286K -$293K -5,788 -51%
JIP
391
Jaffetilchin Investment Partners
Florida
$284K -$253 -5 -0.1%
IWC
392
Integrated Wealth Concepts
Massachusetts
$280K +$3.35K +66 +1%
AQR Capital Management
393
AQR Capital Management
Connecticut
$279K +$280K +5,526 New
AO
394
Advisor OS
Illinois
$279K +$280K +5,519 New
HIA
395
Harbor Investment Advisory
Maryland
$278K -$25.3K -500 -8%
GI
396
GAMMA Investing
California
$276K +$25.8K +509 +10%
JWCA
397
J.W. Cole Advisors
Florida
$275K +$276K +5,439 New
CSP
398
Cary Street Partners
Virginia
$271K +$272K +5,374 New
AT
399
American Trust
Kentucky
$269K +$17.2K +340 +7%
Wealth Enhancement Advisory Services
400
Wealth Enhancement Advisory Services
Minnesota
$269K -$62.1K -1,225 -19%