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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$961K -$70.5K -1,657 -7%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$934K – – –
HighTower Advisors
178
HighTower Advisors
Illinois
$899K +$32.8K +770 +4%
CGIM
179
Cannon Global Investment Management
Florida
$892K +$817K +19,200 New
EH
180
Equitable Holdings
New York
$886K +$12.8K +300 +2%
MFM
181
MD Financial Management
Ontario, Canada
$878K +$804K +18,887 New
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$874K +$499K +11,725 +166%
S
183
Seeyond
France
$863K +$3.57K +84 +0.5%
GBA
184
Garrison Bradford & Associates
New York
$852K – – –
DAC
185
Dividend Assets Capital
South Carolina
$846K – – –
Ameriprise
186
Ameriprise
Minnesota
$843K +$77.3K +1,816 +11%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$841K -$128K -2,997 -14%
NAM
188
Nissay Asset Management
Japan
$831K +$35.9K +844 +5%
OMC
189
Old Mission Capital
Illinois
$829K +$759K +17,838 New
II
190
IFM Investors
Australia
$818K – – –
NSIM
191
North Star Investment Management
Illinois
$813K – – –
AF
192
Advisornet Financial
Minnesota
$809K -$36.9K -868 -5%
ISWM
193
Independent Solutions Wealth Management
New York
$804K +$344K +8,091 +88%
SRAM
194
Spouting Rock Asset Management
Pennsylvania
$798K -$173K -4,059 -19%
TD Asset Management
195
TD Asset Management
Ontario, Canada
$772K +$164K +3,862 +34%
KPWS
196
Kestra Private Wealth Services
Texas
$771K -$7.62K -179 -1%
CAM
197
Carret Asset Management
New York
$758K -$12.8K -300 -2%
BWP
198
Baldwin Wealth Partners
Massachusetts
$739K – – –
O
199
Ossiam
France
$695K +$586K +13,779 New
CAM
200
Cresset Asset Management
Illinois
$688K +$630K +14,803 New