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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
51
Verdence Capital Advisors
Maryland
$465K +$66.8K +4,800 +18%
Millennium Management
52
Millennium Management
New York
$432K -$519K -37,296 -56%
CG
53
Clarus Group
Texas
$429K
Stifel Financial
54
Stifel Financial
Missouri
$415K -$45.5K -3,270 -10%
Citadel Advisors
55
Citadel Advisors
Florida
$376K -$396K -28,476 -52%
VEA
56
Virtus ETF Advisers
New York
$350K -$7.87K -566 -2%
Wells Fargo
57
Wells Fargo
California
$349K +$38.5K +2,769 +13%
EGA
58
Eagle Global Advisors
Texas
$349K
IFG
59
Independent Financial Group
California
$313K
JP Morgan Chase
60
JP Morgan Chase
New York
$313K -$59.1K -4,250 -17%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$310K +$55.2K +3,969 +23%
FA
62
Financial Alternatives
California
$305K -$11.4K -819 -4%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$282K +$269K +19,358 New
ECM
64
ExodusPoint Capital Management
New York
$275K +$263K +18,907 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$253K -$39.7K -2,857 -14%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$242K -$23K -1,654 -9%
Invesco
67
Invesco
Georgia
$241K +$231K +16,573 New
BRWA
68
B. Riley Wealth Advisors
Florida
$197K -$97.3K -6,992 -34%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$191K
GC
70
Guggenheim Capital
Illinois
$189K +$39.9K +2,865 +28%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$172K +$164K +11,800 New
HWM
72
HB Wealth Management
Georgia
$172K -$639K -45,931 -80%
GC
73
Grimes & Company
Massachusetts
$169K +$8.19K +589 +5%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$168K +$4.19K +301 +3%
ECG
75
Edge Capital Group
Georgia
$165K