We are live on ! Find out more
CGBD icon

Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$157K +$3.78K +277 +2%
ECG
77
Edge Capital Group
Georgia
$152K – – –
MW
78
Marcum Wealth
Ohio
$152K – – –
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$151K – – –
JP Morgan Private Wealth Advisors
80
JP Morgan Private Wealth Advisors
California
$149K +$152K +11,100 New
William Blair & Company
81
William Blair & Company
Illinois
$134K -$68.3K -5,000 -33%
PEAK6 Investments
82
PEAK6 Investments
Illinois
$97K +$99.2K +7,268 New
Wells Fargo
83
Wells Fargo
California
$67K +$37.1K +2,716 +120%
IFP Advisors
84
IFP Advisors
Florida
$62K – – –
Steward Partners Investment Advisory
85
Steward Partners Investment Advisory
New York
$54K – – –
Quantbot Technologies
86
Quantbot Technologies
New York
$37K +$38.2K +2,800 New
SignatureFD
87
SignatureFD
Georgia
$36K – – –
TWM
88
Tradition Wealth Management
Minnesota
$32K +$533 +39 +2%
FIA
89
FNY Investment Advisers
New York
$26K – – –
Tower Research Capital (TRC)
90
Tower Research Capital (TRC)
New York
$25K +$25.9K +1,900 New
AWM
91
AllSquare Wealth Management
New York
$23K – – –
Harbour Investments
92
Harbour Investments
Wisconsin
$15K +$410 +30 +3%
BC
93
Barnett & Company
Tennessee
$12K -$13.7K -1,000 -53%
Smithfield Trust
94
Smithfield Trust
Pennsylvania
$7K +$7.55K +553 New
SIS
95
Sound Income Strategies
Florida
$5K – – –
MSA
96
Marino Stram & Associates
Massachusetts
– -$461K -34,900 Closed
California Public Employees Retirement System
97
California Public Employees Retirement System
California
– -$372K -28,196 Closed
Eagle Global Advisors
98
Eagle Global Advisors
Texas
– -$294K -22,280 Closed
SCA
99
Stillwater Capital Advisors
Pennsylvania
– -$277K -21,000 Closed
Schonfeld Strategic Advisors
100
Schonfeld Strategic Advisors
New York
– -$265K -20,100 Closed