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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$693K -$1.33M -46,026 -59%
SWP
102
Stratos Wealth Partners
Ohio
$671K +$893K +30,979 New
SCM
103
Segantii Capital Management
Hong Kong
$671K +$894K +31,000 New
SPIA
104
Steward Partners Investment Advisory
New York
$632K +$85.5K +2,965 +11%
HighTower Advisors
105
HighTower Advisors
Illinois
$610K +$811K +28,136 New
SAS
106
Stelac Advisory Services
New York
$567K +$238K +8,252 +46%
Truist Financial
107
Truist Financial
North Carolina
$563K +$13.7K +475 +2%
SWM
108
Stockman Wealth Management
Montana
$563K +$750K +26,000 New
ACM
109
Ashford Capital Management
Delaware
$541K
BPC
110
Banque Pictet & Cie
Switzerland
$541K +$721K +25,000 New
GBA
111
Garrison Bradford & Associates
New York
$473K -$86.5K -3,000 -12%
Walleye Trading
112
Walleye Trading
New York
$456K +$608K +21,073 New
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$440K +$586K +20,321 New
MCPPUI
114
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$437K +$582K +20,166 New
NSIM
115
North Star Investment Management
Illinois
$423K +$42.1K +1,459 +8%
Citigroup
116
Citigroup
New York
$398K -$4.69M -162,776 -90%
DAC
117
Dividend Assets Capital
South Carolina
$394K
EGA
118
E&G Advisors
Texas
$394K +$525K +18,200 New
EH
119
Equitable Holdings
New York
$384K +$512K +17,735 New
SCA
120
Snowden Capital Advisors
New York
$379K -$160K -5,556 -24%
DC
121
Davenport & Co
Virginia
$373K +$497K +17,216 New
FTIOP
122
Fiduciary Trust International of Pennsylvania
Pennsylvania
$372K +$52.1K +1,805 +12%
EA
123
Emerald Advisors
Washington
$364K +$428K +14,827 New
CAM
124
Carret Asset Management
New York
$362K -$5.77K -200 -1%
BWP
125
Baldwin Wealth Partners
Massachusetts
$355K