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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$1.48M +$167K +7,813 +14%
Geode Capital Management
52
Geode Capital Management
Massachusetts
$1.39M +$156K +7,315 +14%
LMIM
53
Lockheed Martin Investment Management
Maryland
$1.28M +$1.16M +54,200 New
Barclays
54
Barclays
United Kingdom
$1.19M +$210K +9,854 +24%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.17M +$224K +10,499 +27%
WT
56
Whittier Trust
California
$1.14M +$120K +5,613 +13%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$1.12M +$40.6K +1,903 +4%
Ameriprise
58
Ameriprise
Minnesota
$1.06M +$560K +26,267 +140%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.05M -$2.94M -137,756 -76%
Bessemer Group
60
Bessemer Group
New Jersey
$1M +$843K +39,539 +1,318%
IC
61
Iconiq Capital
California
$984K
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$967K -$53.5K -2,507 -6%
JIR
63
James Investment Research
Ohio
$920K +$109K +5,090 +15%
PA
64
Pinnacle Associates
New York
$831K +$527K +24,700 +235%
M&T Bank
65
M&T Bank
New York
$817K +$40.5K +1,900 +6%
Group One Trading
66
Group One Trading
Illinois
$804K +$483K +22,648 +198%
Creative Planning
67
Creative Planning
Kansas
$735K -$81.2K -3,808 -11%
SWM
68
Segment Wealth Management
Texas
$700K +$633K +29,680 New
HSBC Holdings
69
HSBC Holdings
United Kingdom
$692K -$857K -40,200 -58%
GS
70
GAM Systematic
United Kingdom
$676K -$376K -17,635 -38%
NA
71
Navellier & Associates
Nevada
$673K +$608K +28,525 New
PAWC
72
P.A.W. Capital
Connecticut
$637K
BAS
73
Brown Advisory Securities
Maryland
$613K +$555K +26,010 New
BCM
74
Beck Capital Management
Texas
$610K +$551K +25,840 New
RFS
75
Rockefeller Financial Services
New York
$590K +$533K +25,000 New