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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
GC
201
GFG Capital
Florida
$976K +$188K +4,902 +19%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$972K – – –
GG
203
Gofen & Glossberg
Illinois
$958K +$153K +4,000 +15%
EC
204
Estate Counselors
Wisconsin
$957K +$1.16M +30,243 New
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$948K +$734K +19,142 +177%
AIM
206
Aigen Investment Management
New York
$915K +$1.11M +28,895 New
KA
207
Kercheville Advisors
Texas
$912K -$303K -7,900 -22%
WW
208
Waterfront Wealth
Kansas
$900K – – –
EL
209
EMFO LLC
Florida
$894K +$19.2K +500 +2%
BPC
210
Banque Pictet & Cie
Switzerland
$886K – – –
MME
211
Meag Munich Ergo
Germany
$885K -$1.49M -38,870 -58%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$880K -$9.46K -247 -0.9%
Principal Financial Group
213
Principal Financial Group
Iowa
$830K -$437K -11,394 -30%
HighTower Advisors
214
HighTower Advisors
Illinois
$829K +$126K +3,297 +14%
JWM
215
Jeppson Wealth Management
California
$828K +$33.6K +877 +3%
PI
216
Parkside Investments
Illinois
$823K +$958K +25,000 +2,500%
DTL
217
Dynamic Technology Lab
Singapore
$812K -$946K -24,690 -49%
FAM
218
Fred Alger Management
New York
$801K +$28.6K +746 +3%
BCM
219
Bayesian Capital Management
New York
$790K +$956K +24,938 New
MNBTD
220
Moody National Bank Trust Division
Texas
$783K -$1M -26,160 -51%
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$771K -$60M -1,566,083 -98%
GIBU
222
Gulf International Bank (UK)
United Kingdom
$769K – – –
IMRF
223
Illinois Municipal Retirement Fund
Illinois
$747K +$418K +10,909 +86%
EH
224
Equitable Holdings
New York
$746K +$274K +7,152 +44%
Vanguard Personalized Indexing Management
225
Vanguard Personalized Indexing Management
California
$746K +$413K +10,782 +84%