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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
376
Spire Wealth Management
Virginia
$234K +$21.2K +428 +9%
MA
377
MJP Associates
Connecticut
$231K +$45.5K +917 +21%
Cary Street Partners
378
Cary Street Partners
Virginia
$229K -$5.5K -111 -2%
FPCP
379
Fort Point Capital Partners
California
$228K – – –
Wellington Management Group
380
Wellington Management Group
Massachusetts
$228K -$171K -3,440 -40%
M&T Bank
381
M&T Bank
New York
$226K -$45.5K -918 -15%
Waverly Advisors
382
Waverly Advisors
Alabama
$225K +$256K +5,171 New
Credit Agricole
383
Credit Agricole
France
$225K -$108K -2,169 -30%
Dynamic Advisor Solutions
384
Dynamic Advisor Solutions
Arizona
$224K +$15.6K +314 +6%
RCG
385
Regatta Capital Group
California
$224K – – –
Mission Wealth Management
386
Mission Wealth Management
California
$223K -$50 -1 -0%
KCM
387
KRS Capital Management
Michigan
$223K – – –
Jones Financial Companies
388
Jones Financial Companies
Missouri
$219K +$124K +2,503 +97%
HIA
389
Harbor Investment Advisory
Maryland
$218K -$24.8K -500 -9%
Profund Advisors
390
Profund Advisors
Maryland
$209K -$9.22K -186 -4%
ACM
391
Avalon Capital Management
California
$208K – – –
Wedmont Private Capital
392
Wedmont Private Capital
Pennsylvania
$204K +$61.7K +1,244 +28%
CI Investments Inc
393
CI Investments Inc
Ontario, Canada
$204K +$7.14K +144 +3%
CFAM
394
Center For Asset Management
Florida
$203K -$18.5K -374 -7%
TCM
395
Teza Capital Management
Illinois
$201K +$229K +4,620 New
Vestcor Inc
396
Vestcor Inc
New Brunswick, Canada
$199K – – –
BC
397
Barrett & Company
Rhode Island
$192K +$92K +1,856 +73%
TSMHT
398
Thurston Springer Miller Herd & Titak
Indiana
$175K – – –
PAM
399
Paradigm Asset Management
New York
$166K – – –
Leonteq Securities AG
400
Leonteq Securities AG
Switzerland
$158K +$11.5K +232 +7%