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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.61M +$65.7K +4,617 +2%
YIH
27
Y-Intercept (HK)
Hong Kong
$2.47M +$2.57M +180,466 New
Raymond James Financial
28
Raymond James Financial
Florida
$2.43M -$95.1K -6,687 -4%
CCM
29
Condor Capital Management
New Jersey
$2.4M -$1.42M -99,903 -36%
EFG
30
Ethos Financial Group
Pennsylvania
$2.38M +$32.7K +2,301 +1%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.29M +$2.38M +167,300 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.09M +$1.71M +120,558 +376%
STA
33
Summit Trail Advisors
New York
$2.06M +$2.08M +146,027 New
DA
34
Denali Advisors
California
$1.81M -$51.2K -3,603 -3%
DA
35
Doliver Advisors
Texas
$1.68M +$1.74M +122,581 New
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$1.59M -$4.17K -293 -0.3%
Universal-Beteiligungs- und Servicegesellschaft
37
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.4M -$396K -27,850 -21%
NFC
38
Northeast Financial Consultants
Connecticut
$1.4M +$845K +59,449 +139%
NW
39
Naviter Wealth
Arkansas
$1.28M +$1.29M +90,991 New
LPL Financial
40
LPL Financial
California
$1.24M +$113K +7,951 +10%
Comerica Bank
41
Comerica Bank
Texas
$1.21M
GRP
42
Global Retirement Partners
California
$1.11M +$1.16M +81,453 New
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$1.04M +$23.2K +1,628 +2%
PCC
44
Park Circle Company
Maryland
$974K
HighTower Advisors
45
HighTower Advisors
Illinois
$971K +$7.69K +541 +0.8%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$940K +$295K +20,710 +43%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$921K +$79.6K +5,599 +9%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$918K +$127K +8,929 +15%
Truist Financial
49
Truist Financial
North Carolina
$889K
VIA
50
Virtus Investment Advisers
Connecticut
$865K +$160K +11,227 +22%