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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
SI
201
Stephens Inc
Arkansas
$320K -$46.1K -1,636 -14%
LNWWM
202
Laird Norton Wetherby Wealth Management
California
$316K – – –
JG
203
Jefferies Group
New York
$314K +$282K +10,000 New
CCM
204
Callodine Capital Management
Massachusetts
$314K +$282K +10,000 New
SS
205
Sunbelt Securities
Texas
$314K +$282K +10,000 New
RJT
206
Raymond James Trust
Florida
$308K -$9.44K -335 -3%
SMDAM
207
Sumitomo Mitsui DS Asset Management
Japan
$306K – – –
S
208
Seeyond
France
$294K -$1.49K -53 -0.6%
William Blair & Company
209
William Blair & Company
Illinois
$292K +$5.63K +200 +2%
FG
210
Fiduciary Group
Georgia
$286K +$217K +7,700 New
Caisse de Depot et Placement du Quebec (CDPQ)
211
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$284K +$254K +9,023 New
DekaBank Deutsche Girozentrale
212
DekaBank Deutsche Girozentrale
Germany
$273K -$197 -7 -0.1%
JF
213
Jump Financial
Illinois
$269K -$154K -5,481 -39%
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
$263K +$236K +8,373 New
OLA
215
Oliver Luxxe Assets
New Jersey
$258K +$223K +7,913 New
CG
216
Cutler Group
California
$257K +$231K +8,197 New
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$256K -$14.1K -501 -6%
VWA
218
Visionary Wealth Advisors
Illinois
$251K +$225K +7,990 New
ProShare Advisors
219
ProShare Advisors
Maryland
$247K +$221K +7,856 New
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$246K – – –
Principal Financial Group
221
Principal Financial Group
Iowa
$244K -$39.7K -1,409 -15%
Acadian Asset Management
222
Acadian Asset Management
Massachusetts
$243K – – –
DT
223
Diversified Trust
Tennessee
$238K +$213K +7,577 New
KA
224
Kovack Advisors
Florida
$236K +$212K +7,519 New
MWM
225
Mission Wealth Management
California
$226K +$202K +7,176 New