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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Colony Group
Massachusetts
$753K +$675K +23,963 New
URS
152
Utah Retirement Systems
Utah
$742K +$36.6K +1,300 +6%
HMC
153
Harvard Management Company
Massachusetts
$742K +$665K +23,600 New
Nomura Asset Management
154
Nomura Asset Management
Japan
$726K – – –
EH
155
Equitable Holdings
New York
$724K +$119K +4,225 +22%
UH
156
Unigestion Holding
Switzerland
$686K -$315K -11,171 -34%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$678K -$151K -5,356 -20%
GBA
158
Garrison Bradford & Associates
New York
$671K – – –
Ameriprise
159
Ameriprise
Minnesota
$648K +$103K +3,640 +21%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$632K – – –
VOYA Investment Management
161
VOYA Investment Management
Georgia
$620K -$27.9K -989 -5%
BRWA
162
B. Riley Wealth Advisors
Florida
$611K -$59.5K -2,113 -10%
HighTower Advisors
163
HighTower Advisors
Illinois
$583K -$142K -5,034 -21%
AF
164
Advisornet Financial
Minnesota
$580K -$7.13K -253 -1%
KAS
165
Kestra Advisory Services
Texas
$580K +$179K +6,359 +52%
SEC
166
Seven Eight Capital
New York
$578K +$518K +18,400 New
DAC
167
Dividend Assets Capital
South Carolina
$572K – – –
NSIM
168
North Star Investment Management
Illinois
$556K – – –
PPA
169
Parametric Portfolio Associates
Washington
$552K +$495K +17,564 New
AWA
170
Arete Wealth Advisors
Illinois
$551K +$28.2K +1,000 +6%
NAM
171
Nissay Asset Management
Japan
$539K +$11K +390 +2%
TCM
172
Tanaka Capital Management
New York
$531K – – –
KPWS
173
Kestra Private Wealth Services
Texas
$526K +$26.5K +940 +6%
CAM
174
Carret Asset Management
New York
$522K -$2.82K -100 -0.6%
Squarepoint
175
Squarepoint
New York
$508K +$455K +16,143 New