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Carlyle Group
CG

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
626
Commerce Bank
Missouri
– -$213K -4,411 Closed
SCP
627
Stamos Capital Partners
California
– -$212K -4,382 Closed
DG
628
DMC Group
Alabama
– -$209K -4,325 Closed
GT
629
Glenmede Trust
Pennsylvania
– -$209K -4,316 Closed
IPAM
630
Investment Partners Asset Management
New Jersey
– -$206K -4,253 Closed
BPCE
631
Bank Pictet & Cie (Europe)
Germany
– -$206K -4,250 Closed
MYIA
632
Mount Yale Investment Advisors
Colorado
– -$201K -4,161 Closed
SW
633
SlateStone Wealth
Florida
– -$201K -4,154 Closed
VT
634
Vise Technologies
New York
– -$229K -3,874 Closed
HRC
635
Hoertkorn Richard Charles
– -$169K -3,500 Closed
EH
636
Equitable Holdings
New York
– -$201K -3,399 Closed
ASN
637
Advisory Services Network
Georgia
– -$121K -2,490 Closed
QCG
638
Quadrant Capital Group
Ohio
– -$64.1K -1,325 Closed
SOW
639
State of Wyoming
Wyoming
– -$46.4K -958 Closed
MCM
640
MAI Capital Management
Ohio
– -$39K -805 Closed
RFP
641
Root Financial Partners
California
– -$24.6K -509 Closed
BWM
642
Bernard Wealth Management
Michigan
– -$475 -500 Closed
TPWA
643
Twin Peaks Wealth Advisors
California
– -$13.4K -276 Closed
BBHC
644
Brown Brothers Harriman & Co
New York
– -$13.3K -275 Closed
NB
645
NBT Bank
New York
– -$12.9K -266 Closed
RBI
646
Raiffeisen Bank International
Austria
– -$12.2K -262 Closed
TIAAOA
647
Teachers Insurance & Annuity Association of America
New York
– -$4.89K -101 Closed
T
648
Tidemark
California
– -$2.85K -59 Closed
KCM
649
Key Capital Management
Tennessee
– -$2.81K -58 Closed
AWM
650
Activest Wealth Management
Florida
– -$2.25K -48 Closed
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