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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
51
Pension & Wealth Management Advisors
Massachusetts
$825K +$101K +8,575 +13%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$818K -$18.6K -1,572 -2%
DA
53
Denali Advisors
California
$795K -$28.7K -2,434 -3%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$793K +$856K +72,463 New
NW
55
Naviter Wealth
Arkansas
$788K -$82.3K -6,974 -9%
TCBWMS
56
Texas Capital Bank Wealth Management Services
Texas
$788K +$518K +43,889 +156%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$781K +$314K +26,621 +59%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$780K -$21.1K -1,783 -2%
Truist Financial
59
Truist Financial
North Carolina
$741K +$33.1K +2,800 +4%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$622K +$561K +47,533 +509%
VIA
61
Virtus Investment Advisers
Connecticut
$610K -$94K -7,963 -13%
Osaic Holdings
62
Osaic Holdings
Arizona
$554K -$76.7K -6,492 -11%
US Bancorp
63
US Bancorp
Minnesota
$547K
SPIA
64
Steward Partners Investment Advisory
New York
$525K -$214K -18,108 -27%
DS
65
DRW Securities
Illinois
$481K +$520K +44,010 New
AWM
66
Avior Wealth Management
Nebraska
$471K +$301K +25,511 +145%
AC
67
Almitas Capital
California
$469K
VCA
68
Verdence Capital Advisors
Maryland
$459K -$44.8K -3,798 -8%
AQR Capital Management
69
AQR Capital Management
Connecticut
$451K -$3.31K -280 -0.7%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$450K -$94.8K -8,027 -16%
CB
71
Commerce Bank
Missouri
$442K +$477K +40,381 New
IC
72
IEQ Capital
California
$441K
Lido Advisors
73
Lido Advisors
California
$425K -$491K -41,575 -53%
BHCM
74
Brevan Howard Capital Management
Jersey
$418K -$561K -47,546 -55%
XT
75
XTX Topco
Cayman Islands
$406K -$669K -56,652 -60%