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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
426
Dynamic Advisor Solutions
Arizona
$276K -$8.24K -145 -3%
HP
427
Havemeyer Place
Connecticut
$275K +$264K +4,645 New
FFA
428
Farther Finance Advisors
California
$271K +$159K +2,797 +156%
FWP
429
Flatrock Wealth Partners
California
$270K +$260K +4,572 New
VI
430
Vestcor Inc
New Brunswick, Canada
$269K – – –
GT
431
Glenmede Trust
Pennsylvania
$269K +$258K +4,549 New
SAS
432
Stelac Advisory Services
New York
$267K -$10K -176 -4%
HA
433
Herold Advisors
New York
$266K – – –
RCG
434
Regatta Capital Group
California
$262K – – –
CSA
435
Cornerstone Select Advisors
Missouri
$261K – – –
PFO
436
PMG Family Office
Texas
$261K – – –
BC
437
Barrett & Company
Rhode Island
$260K – – –
UB
438
UMB Bank
Missouri
$259K +$34.1K +601 +16%
Rafferty Asset Management
439
Rafferty Asset Management
New York
$258K -$7.9K -139 -3%
AFG
440
Atomi Financial Group
New York
$256K +$10.1K +178 +4%
IPAM
441
Investment Partners Asset Management
New Jersey
$251K -$15.6K -275 -6%
BPCE
442
Bank Pictet & Cie (Europe)
Germany
$251K – – –
MCP
443
Mirador Capital Partners
California
$240K -$3.64K -64 -2%
TSMHT
444
Thurston Springer Miller Herd & Titak
Indiana
$237K +$228K +4,008 New
UM
445
UniSuper Management
Australia
$236K – – –
FCG
446
Fielder Capital Group
Tennessee
$235K +$226K +3,984 New
CAM
447
Cresset Asset Management
Illinois
$232K +$341 +6 +0.2%
CGH
448
Crossmark Global Holdings
Texas
$231K +$4.38K +77 +2%
VT
449
Vise Technologies
New York
$229K – – –
MFG
450
Merit Financial Group
Georgia
$227K +$25.2K +444 +13%