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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
ANI
51
American National Insurance
Texas
$600K – – –
Ameriprise
52
Ameriprise
Minnesota
$577K +$82 +5 +0%
PI
53
PineBridge Investments
New York
$577K +$148K +9,040 +34%
Geode Capital Management
54
Geode Capital Management
Massachusetts
$536K +$29.8K +1,817 +6%
KIA
55
KCM Investment Advisors
California
$479K -$211K -12,850 -30%
EDRE
56
Edmond de Rothschild (Europe)
Luxembourg
$450K – – –
EDRH
57
Edmond de Rothschild Holding
Switzerland
$450K – – –
AL
58
Airain Ltd
Guernsey
$434K +$438K +26,754 New
SCM
59
Sterling Capital Management
North Carolina
$420K – – –
M&T Bank
60
M&T Bank
New York
$402K +$24.6K +1,500 +6%
Creative Planning
61
Creative Planning
Kansas
$399K +$9.83K +600 +3%
FWM
62
Focused Wealth Management
New York
$378K +$16.7K +1,017 +5%
Barclays
63
Barclays
United Kingdom
$376K +$373K +22,746 +4,819%
Wolverine Trading
64
Wolverine Trading
Illinois
$366K +$368K +22,439 New
PG
65
PEAK6 Group
Illinois
$348K +$351K +21,445 New
OAM
66
Orinda Asset Management
California
$326K +$316K +19,291 New
ST
67
Spot Trading
Illinois
$292K +$295K +18,002 New
BRWA
68
B. Riley Wealth Advisors
Florida
$269K +$73K +4,456 +37%
V
69
Veritable
Delaware
$254K +$88.3K +5,390 +53%
IC
70
Iconiq Capital
California
$252K – – –
Brown Advisory
71
Brown Advisory
Maryland
$247K – – –
ACM
72
Ashford Capital Management
Delaware
$245K -$516K -31,500 -68%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$245K -$11.5K -700 -4%
EP
74
Elkhorn Partners
Nebraska
$235K – – –
MC
75
Mathes Company
New York
$225K -$16.4K -1,003 -7%