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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$511K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$478K +$16K +1,139 +3%
Osaic Holdings
53
Osaic Holdings
Arizona
$470K +$26.6K +1,895 +5%
PFO
54
Pathstone Family Office
New Jersey
$464K +$6.76K +482 +1%
YWP
55
YorkBridge Wealth Partners
New York
$407K -$19.3K -1,375 -4%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$400K -$483K -34,418 -52%
PP
57
PDT Partners
New York
$381K -$62.9K -4,481 -13%
CG
58
Clarus Group
Texas
$374K
Stifel Financial
59
Stifel Financial
Missouri
$363K +$24.6K +1,755 +7%
VCA
60
Verdence Capital Advisors
Maryland
$344K
LPL Financial
61
LPL Financial
California
$334K +$61K +4,344 +20%
SF
62
Synovus Financial
Georgia
$318K
EGA
63
Eagle Global Advisors
Texas
$304K
Wells Fargo
64
Wells Fargo
California
$296K -$16.9K -1,208 -5%
EW
65
Evoke Wealth
California
$292K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$272K +$40.5K +2,883 +16%
KWM
67
Keebeck Wealth Management
Illinois
$262K +$281K +20,000 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$250K +$16K +1,139 +6%
Cerity Partners
69
Cerity Partners
New York
$241K +$4.48K +319 +2%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$241K +$44.8K +3,196 +20%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$236K +$261K +18,618 New
Jane Street
72
Jane Street
New York
$230K +$254K +18,130 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$210K -$139K -9,930 -37%
IFG
74
Independent Financial Group
California
$206K -$5.82K -415 -2%
ECM
75
ExodusPoint Capital Management
New York
$203K +$19.5K +1,388 +9%