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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
C
26
Cliffwater
California
$2.59M – – –
Advisors Asset Management
27
Advisors Asset Management
Colorado
$2.54M -$404K -32,442 -14%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$2.53M +$2.52M +202,640 New
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$2.2M +$113K +9,042 +5%
Corient Private Wealth
30
Corient Private Wealth
Florida
$2.18M -$1.47M -118,195 -40%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$1.9M +$1.89M +151,749 New
WWA
32
WCG Wealth Advisors
Nevada
$1.84M +$1.83M +147,141 New
EFG
33
Ethos Financial Group
Pennsylvania
$1.75M -$319K -25,598 -15%
Ameriprise
34
Ameriprise
Minnesota
$1.73M +$239K +19,186 +16%
Raymond James Financial
35
Raymond James Financial
Florida
$1.63M -$553K -44,388 -25%
DA
36
Doliver Advisors
Texas
$1.53M – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$1.52M +$1.25M +100,112 +466%
TI
38
TrueMark Investments
Illinois
$1.4M +$1.17M +93,731 +517%
BFWM
39
Bright Futures Wealth Management
New York
$1.39M +$187K +15,048 +16%
LPL Financial
40
LPL Financial
California
$1.37M +$65.7K +5,279 +5%
Lansforsakringar Fondforvaltning
41
Lansforsakringar Fondforvaltning
Sweden
$1.31M +$1.31M +105,100 New
Universal-Beteiligungs- und Servicegesellschaft
42
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.25M – – –
Comerica Bank
43
Comerica Bank
Texas
$1.24M +$3.19K +256 +0.3%
SIC
44
Samalin Investment Counsel
New York
$1.22M +$1.21M +97,454 New
XTX Topco
45
XTX Topco
Cayman Islands
$1.17M +$1.17M +93,764 New
Canada Life
46
Canada Life
Manitoba, Canada
$1.15M +$40.1K +3,224 +4%
Brevan Howard Capital Management
47
Brevan Howard Capital Management
Jersey
$1.07M -$285K -22,865 -21%
Lido Advisors
48
Lido Advisors
California
$1.02M -$76.9K -6,179 -7%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$994K +$23.9K +1,924 +2%
Global Retirement Partners
50
Global Retirement Partners
California
$993K -$118K -9,441 -11%