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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
376
Blue Rock Wealth Management
North Carolina
$414K – – –
SAM
377
Sagewood Asset Management
New York
$408K +$392K +6,905 New
Fayez Sarofim & Co
378
Fayez Sarofim & Co
Texas
$405K – – –
PI
379
PFG Investments
New York
$403K -$9.94K -175 -3%
VA
380
Vident Advisory
Georgia
$402K -$8.86K -156 -2%
P
381
PensionDanmark
Denmark
$402K +$386K +6,800 New
SF
382
Summit Financial
New Jersey
$401K -$2.39K -42 -0.6%
DG
383
DMC Group
Alabama
$400K +$9.54K +168 +3%
FTWA
384
Fifth Third Wealth Advisors
Ohio
$398K +$2.84K +50 +0.7%
RSWM
385
Robertson Stephens Wealth Management
California
$390K +$11.3K +199 +3%
AAP
386
Arax Advisory Partners
Colorado
$388K -$216K -3,801 -37%
MYAM
387
Meiji Yasuda Asset Management
Japan
$383K -$5.45K -96 -1%
WPC
388
Wedmont Private Capital
Pennsylvania
$383K -$20.9K -368 -6%
TSWM
389
Triangle Securities Wealth Management
North Carolina
$382K -$17K -300 -4%
ET
390
Equitable Trust
Tennessee
$378K -$4.83K -85 -1%
BMSSC
391
B. Metzler seel. Sohn & Co
Germany
$376K – – –
SO
392
STRS Ohio
Ohio
$370K +$682 +12 +0.2%
VWA
393
Visionary Wealth Advisors
Illinois
$364K -$6.08K -107 -2%
SOAMC
394
Spirit of America Management Corp
New York
$358K – – –
PCA
395
Pallas Capital Advisors
Massachusetts
$357K +$1.19K +21 +0.3%
PNAA
396
Pictet North America Advisors
Switzerland
$352K – – –
MOS
397
MGO One Seven
Ohio
$348K -$3.86K -68 -1%
MGIA
398
Moneta Group Investment Advisors
Missouri
$346K -$71.5K -1,259 -18%
PWM
399
Prentice Wealth Management
New York
$344K +$8.58K +151 +3%
WIA
400
Westbourne Investment Advisors
Maryland
$343K – – –