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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
MA
376
MJP Associates
Connecticut
$231K +$45.5K +917 +21%
CSP
377
Cary Street Partners
Virginia
$229K -$5.5K -111 -2%
FPCP
378
Fort Point Capital Partners
California
$228K
Wellington Management Group
379
Wellington Management Group
Massachusetts
$228K -$171K -3,440 -40%
M&T Bank
380
M&T Bank
New York
$226K -$45.5K -918 -15%
WA
381
Waverly Advisors
Alabama
$225K +$256K +5,171 New
Credit Agricole
382
Credit Agricole
France
$225K -$108K -2,169 -30%
DAS
383
Dynamic Advisor Solutions
Arizona
$224K +$15.6K +314 +6%
RCG
384
Regatta Capital Group
California
$224K
MWM
385
Mission Wealth Management
California
$223K -$50 -1 -0%
KCM
386
KRS Capital Management
Michigan
$223K
Jones Financial Companies
387
Jones Financial Companies
Missouri
$219K +$124K +2,503 +97%
HIA
388
Harbor Investment Advisory
Maryland
$218K -$24.8K -500 -9%
PA
389
Profund Advisors
Maryland
$209K -$9.22K -186 -4%
ACM
390
Avalon Capital Management
California
$208K
WPC
391
Wedmont Private Capital
Pennsylvania
$204K +$61.7K +1,244 +28%
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$204K +$7.14K +144 +3%
CFAM
393
Center For Asset Management
Florida
$203K -$18.5K -374 -7%
TCM
394
Teza Capital Management
Illinois
$201K +$229K +4,620 New
VI
395
Vestcor Inc
New Brunswick, Canada
$199K
BC
396
Barrett & Company
Rhode Island
$192K +$92K +1,856 +73%
TSMHT
397
Thurston Springer Miller Herd & Titak
Indiana
$175K
PAM
398
Paradigm Asset Management
New York
$166K
LSA
399
Leonteq Securities AG
Switzerland
$158K +$11.5K +232 +7%
ARMT
400
Amica Retiree Medical Trust
Rhode Island
$154K -$31.2K -629 -15%