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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
EC
201
Estate Counselors
Wisconsin
$957K +$1.16M +30,243 New
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$948K +$734K +19,142 +177%
AIM
203
Aigen Investment Management
New York
$915K +$1.11M +28,895 New
KA
204
Kercheville Advisors
Texas
$912K -$303K -7,900 -22%
WW
205
Waterfront Wealth
Kansas
$900K
EL
206
EMFO LLC
Florida
$894K +$19.2K +500 +2%
MME
207
Meag Munich Ergo
Germany
$885K -$1.49M -38,870 -58%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$880K -$9.46K -247 -0.9%
Principal Financial Group
209
Principal Financial Group
Iowa
$830K -$437K -11,394 -30%
HighTower Advisors
210
HighTower Advisors
Illinois
$829K +$126K +3,297 +14%
JWM
211
Jeppson Wealth Management
California
$828K +$33.6K +877 +3%
PI
212
Parkside Investments
Illinois
$823K +$958K +25,000 +2,500%
DTL
213
Dynamic Technology Lab
Singapore
$812K -$946K -24,690 -49%
FAM
214
Fred Alger Management
New York
$801K +$28.6K +746 +3%
BCM
215
Bayesian Capital Management
New York
$790K +$956K +24,938 New
MNBTD
216
Moody National Bank Trust Division
Texas
$783K -$1M -26,160 -51%
DekaBank Deutsche Girozentrale
217
DekaBank Deutsche Girozentrale
Germany
$771K -$60M -1,566,083 -98%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$769K
IMRF
219
Illinois Municipal Retirement Fund
Illinois
$747K +$418K +10,909 +86%
EH
220
Equitable Holdings
New York
$746K +$274K +7,152 +44%
Vanguard Personalized Indexing Management
221
Vanguard Personalized Indexing Management
California
$746K +$413K +10,782 +84%
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$720K -$78.1K -2,038 -8%
PCM
223
Prelude Capital Management
New York
$720K +$871K +22,741 New
SCA
224
Snowden Capital Advisors
New York
$712K -$28.4K -740 -3%
CM
225
Caption Management
Oklahoma
$712K +$862K +22,500 New