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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
PCC
26
Park Circle Company
Maryland
$1.21M – – –
Neuberger Berman Group
27
Neuberger Berman Group
New York
$1.13M -$2.44M -141,648 -68%
Truist Financial
28
Truist Financial
North Carolina
$1.1M – – –
Macquarie Group
29
Macquarie Group
Australia
$1.1M – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.08M – – –
BFWM
31
Bright Futures Wealth Management
New York
$1.06M +$103K +5,987 +11%
LPL Financial
32
LPL Financial
California
$1.06M +$159K +9,189 +17%
Lazard Asset Management
33
Lazard Asset Management
New York
$1.05M +$422K +24,440 +66%
BCM
34
BluePointe Capital Management
California
$1.02M +$46.4K +2,691 +5%
Raymond James Financial Services Advisors
35
Raymond James Financial Services Advisors
Florida
$966K -$33.8K -1,957 -3%
Millennium Management
36
Millennium Management
New York
$949K +$965K +55,936 New
Trexquant Investment
37
Trexquant Investment
Connecticut
$946K +$274K +15,852 +40%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$874K +$184K +10,668 +26%
US Bancorp
39
US Bancorp
Minnesota
$849K – – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$825K +$200K +11,597 +31%
Global Retirement Partners
41
Global Retirement Partners
California
$822K -$1.4K -81 -0.2%
ALPS Advisors
42
ALPS Advisors
Colorado
$805K -$36.6K -2,120 -4%
U.S. Capital Wealth Advisors
43
U.S. Capital Wealth Advisors
Texas
$793K – – –
BI Asset Management Fondsmaeglerselskab
44
BI Asset Management Fondsmaeglerselskab
Denmark
$773K -$233K -13,472 -23%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$761K +$74.7K +4,329 +11%
Northeast Financial Consultants
46
Northeast Financial Consultants
Connecticut
$726K – – –
Invesco
47
Invesco
Georgia
$723K -$1.02K -59 -0.1%
FineMark National Bank & Trust
48
FineMark National Bank & Trust
Florida
$706K – – –
Canada Life
49
Canada Life
Manitoba, Canada
$673K -$136K -7,885 -17%
VEA
50
Virtus ETF Advisers
New York
$661K -$68.4K -3,962 -9%