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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Mission Wealth Management
California
$201K
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$201K +$2.33K +54 +1%
TP
403
Tranquility Partners
Tennessee
$200K -$56.7K -1,313 -21%
SWM
404
Spire Wealth Management
Virginia
$197K -$9.07K -210 -4%
PI
405
PGGM Investments
Netherlands
$196K +$54.7K +1,266 +35%
UB
406
UMB Bank
Missouri
$192K -$3.11K -72 -1%
VI
407
Vestcor Inc
New Brunswick, Canada
$183K
Credit Agricole
408
Credit Agricole
France
$181K +$194K +4,500 New
GI
409
GAMMA Investing
California
$180K +$144K +3,332 +288%
PWMA
410
Pension & Wealth Management Advisors
Massachusetts
$174K +$187K +4,335 New
PHK
411
Point72 Hong Kong
Hong Kong
$172K +$185K +4,278 New
TSMHT
412
Thurston Springer Miller Herd & Titak
Indiana
$161K +$173K +4,008 New
HCPC
413
Hamilton Capital Partners (Canada)
$153K +$164K +3,800 New
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$150K +$17.7K +410 +12%
LSA
415
Leonteq Securities AG
Switzerland
$144K -$90.7K -2,100 -37%
1832 Asset Management
416
1832 Asset Management
Ontario, Canada
$129K +$88.3K +2,045 +174%
RIM
417
Rakuten Investment Management
Japan
$129K +$58.5K +1,354 +72%
PAS
418
Point72 Asia (Singapore)
Singapore
$126K +$135K +3,127 New
SAM
419
Storebrand Asset Management
Norway
$121K -$5.75M -133,246 -98%
WPWM
420
Western Pacific Wealth Management
Illinois
$119K +$22.6K +523 +21%
RAM
421
Ramirez Asset Management
New York
$112K
AGWCA
422
Annis Gardner Whiting Capital Advisors
Florida
$105K
BC
423
Barrett & Company
Rhode Island
$102K -$2.16K -50 -2%
SAS
424
Stelac Advisory Services
New York
$102K
SSB
425
Sandy Spring Bank
Maryland
$101K