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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Clinton Group
New York
$717K +$623K +42,503 New
KIA
52
KCM Investment Advisors
California
$715K -$2.93K -200 -0.5%
WT
53
Whittier Trust
California
$653K
ANI
54
American National Insurance
Texas
$624K
Bank of New York Mellon
55
Bank of New York Mellon
New York
$611K -$65.9K -4,501 -11%
Ameriprise
56
Ameriprise
Minnesota
$600K -$14.5K -993 -3%
Macquarie Group
57
Macquarie Group
Australia
$580K +$5.13K +350 +1%
Stifel Financial
58
Stifel Financial
Missouri
$555K +$10.4K +708 +2%
William Blair & Company
59
William Blair & Company
Illinois
$536K -$231K -15,750 -33%
EDRE
60
Edmond de Rothschild (Europe)
Luxembourg
$468K +$406K +27,735 New
EDRH
61
Edmond de Rothschild Holding
Switzerland
$468K +$406K +27,735 New
PI
62
PineBridge Investments
New York
$448K +$82.8K +5,650 +27%
SCM
63
Sterling Capital Management
North Carolina
$437K -$403K -27,500 -51%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$416K +$77.3K +5,278 +27%
Creative Planning
65
Creative Planning
Kansas
$405K
M&T Bank
66
M&T Bank
New York
$393K +$161K +11,000 +90%
GBA
67
Garrison Bradford & Associates
New York
$387K +$14.6K +1,000 +5%
FWM
68
Focused Wealth Management
New York
$376K -$72.8K -4,970 -18%
IA
69
IFP Advisors
Florida
$368K +$251K +17,150 +573%
FTCM
70
First Trust Capital Management
Illinois
$326K +$283K +19,291 New
Neuberger Berman Group
71
Neuberger Berman Group
New York
$266K -$135K -9,200 -37%
IC
72
Iconiq Capital
California
$262K +$228K +15,550 New
Brown Advisory
73
Brown Advisory
Maryland
$257K
MC
74
Mathes Company
New York
$251K -$2.01M -137,177 -90%
EP
75
Elkhorn Partners
Nebraska
$245K +$22K +1,500 +12%