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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$784K -$8.09K -300 -0.9%
SPIA
127
Steward Partners Investment Advisory
New York
$779K +$64.2K +2,381 +8%
SG Americas Securities
128
SG Americas Securities
New York
$761K +$833K +30,867 New
Handelsbanken Fonder
129
Handelsbanken Fonder
Sweden
$752K +$297K +11,000 +56%
JWM
130
Jeppson Wealth Management
California
$710K +$776K +28,787 New
Truist Financial
131
Truist Financial
North Carolina
$705K +$50.1K +1,856 +7%
Victory Capital Management
132
Victory Capital Management
Texas
$697K -$154K -5,701 -17%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$681K -$931K -34,500 -56%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$681K +$80.1K +2,969 +12%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$664K +$65.5K +2,430 +10%
SWM
136
Stockman Wealth Management
Montana
$641K – – –
Osaic Holdings
137
Osaic Holdings
Arizona
$622K -$1.15M -42,608 -63%
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$619K +$37.9K +1,405 +6%
BPC
139
Banque Pictet & Cie
Switzerland
$617K – – –
BCIM
140
British Columbia Investment Management
British Columbia, Canada
$596K +$49.9K +1,850 +8%
PI
141
PEAK6 Investments
Illinois
$596K +$652K +24,168 New
HighTower Advisors
142
HighTower Advisors
Illinois
$580K +$55.6K +2,062 +10%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$575K +$57K +2,113 +10%
Nomura Asset Management
144
Nomura Asset Management
Japan
$570K – – –
URS
145
Utah Retirement Systems
Utah
$550K +$601K +22,300 New
BRWA
146
B. Riley Wealth Advisors
Florida
$549K +$159K +5,880 +38%
GBA
147
Garrison Bradford & Associates
New York
$527K -$13.5K -500 -2%
GC
148
Guggenheim Capital
Illinois
$525K +$574K +21,280 New
BI
149
Bramshill Investments
Florida
$524K +$573K +21,244 New
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$519K +$102K +3,797 +22%