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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WealthTrust Axiom
Pennsylvania
$458K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$379K +$35.1K +2,579 +10%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$372K -$1.19M -87,204 -76%
PP
54
PDT Partners
New York
$372K +$172K +12,621 +81%
VCA
55
Verdence Capital Advisors
Maryland
$358K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$344K +$2.08K +153 +0.6%
Stifel Financial
57
Stifel Financial
Missouri
$338K -$21.8K -1,600 -6%
EGA
58
Eagle Global Advisors
Texas
$294K
RIG
59
Roosevelt Investment Group
New York
$279K +$204 +15 +0.1%
Marshall Wace
60
Marshall Wace
United Kingdom
$279K +$287K +21,100 New
SCA
61
Stillwater Capital Advisors
Pennsylvania
$277K
SSA
62
Schonfeld Strategic Advisors
New York
$265K +$274K +20,100 New
SGI
63
Summit Global Investments
Utah
$246K -$170K -12,500 -40%
Canada Life
64
Canada Life
Manitoba, Canada
$235K +$15.2K +1,114 +7%
IFG
65
Independent Financial Group
California
$220K -$7.67K -564 -3%
SWP
66
Stratos Wealth Partners
Ohio
$203K +$44.2K +3,250 +27%
TI
67
Trexquant Investment
Connecticut
$202K +$208K +15,322 New
William Blair & Company
68
William Blair & Company
Illinois
$198K -$136K -10,000 -40%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$191K -$5.2K -382 -3%
LPL Financial
70
LPL Financial
California
$188K +$55.9K +4,109 +40%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$184K -$29.2K -2,146 -13%
Comerica Bank
72
Comerica Bank
Texas
$154K
BRWA
73
B. Riley Wealth Advisors
Florida
$152K +$3.66K +269 +2%
MW
74
Marcum Wealth
Ohio
$149K -$226K -16,644 -60%
ECG
75
Edge Capital Group
Georgia
$149K