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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SP
601
SIH Partners
Delaware
-$900K -18,600 Closed
HP
602
Havemeyer Place
Connecticut
-$689K -14,236 Closed
AV
603
ASR Vermogensbeheer
Netherlands
-$643K -13,281 Closed
T
604
TOBAM
France
-$538K -11,116 Closed
MC
605
Moors & Cabot
Massachusetts
-$526K -10,879 Closed
EPW
606
Evolve Private Wealth
California
-$500K -10,341 Closed
TSS
607
Two Sigma Securities
New York
-$463K -9,575 Closed
RSWM
608
Robertson Stephens Wealth Management
California
-$319K -6,595 Closed
IFG
609
Independent Financial Group
California
-$278K -5,750 Closed
IAN
610
Integrated Advisors Network
Texas
-$272K -5,617 Closed
GWP
611
Gateway Wealth Partners
Wisconsin
-$264K -5,460 Closed
Fayez Sarofim & Co
612
Fayez Sarofim & Co
Texas
-$261K -5,399 Closed
SFC
613
SYM Financial Corp
Indiana
-$260K -5,382 Closed
AGM
614
Alpine Global Management
New York
-$256K -5,290 Closed
Bank Julius Baer & Co
615
Bank Julius Baer & Co
Switzerland
-$242K -5,000 Closed
Focus Partners Wealth
616
Focus Partners Wealth
Massachusetts
-$230K -4,760 Closed
OA
617
Oasis Advisors
Iowa
-$230K -4,758 Closed
AFG
618
Atomi Financial Group
New York
-$229K -4,730 Closed
DAS
619
Dynamic Advisor Solutions
Arizona
-$227K -4,681 Closed
SCA
620
Snowden Capital Advisors
New York
-$222K -4,581 Closed
FWP
621
Flatrock Wealth Partners
California
-$220K -4,548 Closed
HA
622
Herold Advisors
New York
-$218K -4,500 Closed
PFO
623
PMG Family Office
Texas
-$217K -4,481 Closed
RCG
624
Regatta Capital Group
California
-$214K -4,431 Closed
CSA
625
Cornerstone Select Advisors
Missouri
-$214K -4,415 Closed