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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
576
Prestige Wealth Management Group
New Jersey
$295 +$188 +4 +133%
SA
577
Seneschal Advisors
Washington
$253 – – –
MCM
578
MV Capital Management
Maryland
$211 +$47 +1 +25%
PMFA
579
Plante Moran Financial Advisors
Michigan
$211 +$235 +5 New
HIA
580
Highland Investment Advisors
Florida
$168 +$188 +4 New
MCA
581
Maryland Capital Advisors
Maryland
$127 +$141 +3 New
MFT
582
Moisand Fitzgerald Tamayo
Florida
$115 – – –
3FI
583
3 Factor Indexing
California
$85 – – –
CA
584
Crewe Advisors
Utah
$85 – – –
PS
585
Planning Strategies
Pennsylvania
$84 +$94 +2 New
B
586
Birchbrook
Maine
$51 – – –
PG
587
Proffitt & Goodson
Tennessee
$10 – – –
ROTUOC
588
Regents of the University of California
California
– -$73.4M -1,516,016 Closed
FGP
589
Freestone Grove Partners
California
– -$33.5M -693,262 Closed
Alyeska Investment Group
590
Alyeska Investment Group
Illinois
– -$23.3M -480,930 Closed
WP
591
Woodline Partners
California
– -$17M -351,606 Closed
Holocene Advisors
592
Holocene Advisors
New York
– -$15.4M -317,967 Closed
CII
593
Capital International Inc
California
– -$7.77M -160,648 Closed
Lazard Asset Management
594
Lazard Asset Management
New York
– -$7.77M -160,477 Closed
BGDI
595
BW Gestao de Investimentos
Brazil
– -$7.74M -160,000 Closed
BAMCO Inc
596
BAMCO Inc
New York
– -$7.6M -157,000 Closed
CCM
597
Cinctive Capital Management
New York
– -$7.51M -155,284 Closed
TAF
598
Tredje AP-fonden
Sweden
– -$5.02M -103,696 Closed
WG
599
Winton Group
United Kingdom
– -$4.46M -92,262 Closed
YIH
600
Y-Intercept (HK)
Hong Kong
– -$4.02M -83,153 Closed