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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
PI
426
PGGM Investments
Netherlands
$170K +$157K +3,628 New
EWA
427
EverSource Wealth Advisors
Alabama
$166K +$36.3K +839 +29%
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$156K +$26.1K +605 +22%
UM
429
UniSuper Management
Australia
$145K +$73.5K +1,700 +121%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$14.5K +335 +13%
RAM
431
Ramirez Asset Management
New York
$131K
AGWCA
432
Annis Gardner Whiting Capital Advisors
Florida
$123K +$113K +2,613 New
BC
433
Barrett & Company
Rhode Island
$122K +$112K +2,600 New
SAS
434
Stelac Advisory Services
New York
$119K +$110K +2,543 New
SSB
435
Sandy Spring Bank
Maryland
$118K -$6.4K -148 -6%
WPWM
436
Western Pacific Wealth Management
Illinois
$115K +$13.5K +313 +15%
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$115K +$10.8K +251 +11%
LFG
438
Larson Financial Group
Missouri
$101K
TVWM
439
Tower View Wealth Management
Wisconsin
$101K +$692 +16 +0.7%
CWP
440
Concord Wealth Partners
Virginia
$93.8K
EC
441
EntryPoint Capital
New York
$90.4K +$52.1K +1,206 +167%
RIM
442
Rakuten Investment Management
Japan
$87.9K +$74.3K +1,718 +1,108%
WSC
443
Wellington Shields & Co
New York
$80.9K -$34.7K -803 -32%
OAM
444
Ostrum Asset Management
France
$78.4K
BWL
445
Bogart Wealth LLC
Virginia
$72.4K
GIM
446
Gold Investment Management
Alberta, Canada
$64.8K
BFPW
447
BOK Financial Private Wealth
Colorado
$61K
CWM
448
Compass Wealth Management
Connecticut
$57K +$52.5K +1,215 New
RIL
449
Rothschild Investment LLC
Illinois
$56.3K
1832 Asset Management
450
1832 Asset Management
Ontario, Canada
$55.1K +$50.8K +1,175 New