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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
401
1832 Asset Management
Ontario, Canada
$231K -$11.7K -250 -4%
AWM
402
AE Wealth Management
Kansas
$230K -$5.17K -110 -2%
WIA
403
Westbourne Investment Advisors
Maryland
$230K -$2.35K -50 -0.9%
MGIA
404
Moneta Group Investment Advisors
Missouri
$227K -$29.5K -629 -10%
CCWM
405
Cassaday & Co Wealth Management
Virginia
$226K -$141K -3,000 -36%
WCA
406
Whetstone Capital Advisors
Kansas
$224K
IWC
407
Integrated Wealth Concepts
Massachusetts
$223K -$140K -2,978 -36%
O
408
Ossiam
France
$222K +$153K +3,263 +162%
Envestnet Portfolio Solutions
409
Envestnet Portfolio Solutions
Illinois
$221K +$45.6K +971 +23%
PA
410
Profund Advisors
Maryland
$221K -$7.84K -167 -3%
MWM
411
Mission Wealth Management
California
$220K +$4.65K +99 +2%
AC
412
AlphaCore Capital
California
$216K +$241K +5,122 New
PSP
413
Principal Street Partners
Tennessee
$212K +$236K +5,035 New
CCG
414
Cypress Capital Group
Florida
$211K +$236K +5,018 New
HIA
415
Harbor Investment Advisory
Maryland
$211K
M&T Bank
416
M&T Bank
New York
$210K -$752 -16 -0.3%
KCM
417
KRS Capital Management
Michigan
$208K -$7.99K -170 -3%
TP
418
Tranquility Partners
Tennessee
$203K
VI
419
Vestcor Inc
New Brunswick, Canada
$191K
SAM
420
Storebrand Asset Management
Norway
$190K
BC
421
Barrett & Company
Rhode Island
$186K
GRP
422
Global Retirement Partners
California
$184K +$205K +4,374 New
Mirae Asset Global Investments
423
Mirae Asset Global Investments
South Korea
$183K -$73.8K -1,572 -27%
Macquarie Group
424
Macquarie Group
Australia
$174K -$26.4K -563 -12%
HNB
425
Huntington National Bank
Ohio
$163K +$98.8K +2,104 +119%