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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
U.S. Capital Wealth Advisors
51
U.S. Capital Wealth Advisors
Texas
$649K -$182K -10,531 -23%
Glenmede Trust
52
Glenmede Trust
Pennsylvania
$624K – – –
GCM
53
Greenland Capital Management
New York
$583K -$43.1K -2,500 -7%
Arkadios Wealth Advisors
54
Arkadios Wealth Advisors
Georgia
$581K -$63.8K -3,700 -10%
VCA
55
Verdence Capital Advisors
Maryland
$579K +$54.4K +3,150 +11%
KWM
56
Keebeck Wealth Management
Illinois
$570K – – –
Wells Fargo
57
Wells Fargo
California
$570K +$49.9K +2,893 +10%
Apollon Wealth Management
58
Apollon Wealth Management
South Carolina
$545K +$182K +10,538 +53%
Grimes & Company
59
Grimes & Company
Massachusetts
$540K +$115K +6,690 +29%
JP Morgan Chase
60
JP Morgan Chase
New York
$531K +$140K +8,129 +38%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$513K -$144K -8,340 -23%
KA
62
Kovack Advisors
Florida
$446K -$126K -7,306 -23%
UAG
63
United Advisor Group
Ohio
$429K +$152K +8,814 +58%
Fisher Asset Management
64
Fisher Asset Management
Washington
$399K – – –
Aptus Capital Advisors
65
Aptus Capital Advisors
Alabama
$391K +$367K +21,291 New
CG
66
Clarus Group
Texas
$382K -$141K -8,173 -28%
Independent Financial Group
67
Independent Financial Group
California
$370K – – –
Caxton Associates (New York)
68
Caxton Associates (New York)
New York
$362K +$349K +20,213 New
FA
69
Financial Alternatives
California
$358K – – –
Northern Trust
70
Northern Trust
Illinois
$354K -$22.8K -1,321 -6%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$339K -$213K -12,373 -40%
RRA
72
Round Rock Advisors
Connecticut
$333K +$320K +18,570 New
XTX Topco
73
XTX Topco
Cayman Islands
$332K +$320K +18,541 New
IAIM
74
International Assets Investment Management
Florida
$328K – – –
Steward Partners Investment Advisory
75
Steward Partners Investment Advisory
New York
$324K +$8.04K +466 +3%