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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
401
Fayez Sarofim & Co
Texas
$261K -$80K -1,450 -21%
SFC
402
SYM Financial Corp
Indiana
$260K +$4.58K +83 +2%
OAM
403
Ostrum Asset Management
France
$259K +$239K +4,326 +425%
JIP
404
Jaffetilchin Investment Partners
Florida
$257K -$16.9K -306 -5%
WCA
405
Whetstone Capital Advisors
Kansas
$257K +$89.1K +1,616 +44%
AGM
406
Alpine Global Management
New York
$256K +$292K +5,290 New
BL
407
BFSG LLC
California
$255K +$19.4K +351 +7%
MWM
408
Mission Wealth Management
California
$248K -$551 -10 -0.2%
KCM
409
KRS Capital Management
Michigan
$248K
FFA
410
Farther Finance Advisors
California
$247K +$34.7K +629 +14%
LSA
411
Leonteq Securities AG
Switzerland
$243K +$154K +2,797 +126%
HIA
412
Harbor Investment Advisory
Maryland
$242K +$441 +8 +0.2%
M&T Bank
413
M&T Bank
New York
$242K -$21.2K -384 -7%
Bank Julius Baer & Co
414
Bank Julius Baer & Co
Switzerland
$242K +$276K +5,000 New
KF
415
Krilogy Financial
Missouri
$241K +$259K +4,700 New
HCPC
416
Hamilton Capital Partners (Canada)
$241K
EC
417
EntryPoint Capital
New York
$239K +$273K +4,943 New
TP
418
Tranquility Partners
Tennessee
$233K -$6.51K -118 -2%
Focus Partners Wealth
419
Focus Partners Wealth
Massachusetts
$230K -$202K -3,658 -43%
OA
420
Oasis Advisors
Iowa
$230K +$262K +4,758 New
VT
421
Vise Technologies
New York
$229K
AFG
422
Atomi Financial Group
New York
$229K +$21.9K +398 +9%
Macquarie Group
423
Macquarie Group
Australia
$227K
DAS
424
Dynamic Advisor Solutions
Arizona
$227K +$496 +9 +0.2%
UCFA
425
United Capital Financial Advisors
Texas
$223K -$138K -2,505 -35%