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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
ECG
76
Edge Capital Group
Georgia
$154K
MW
77
Marcum Wealth
Ohio
$154K
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$153K +$3.89K +264 +2%
GVAG
79
Great Valley Advisor Group
Delaware
$151K +$163K +11,100 New
GC
80
Grimes & Company
Massachusetts
$150K +$162K +11,034 New
KAS
81
Kestra Advisory Services
Texas
$142K +$153K +10,398 New
Squarepoint
82
Squarepoint
New York
$139K +$150K +10,179 New
GC
83
Guggenheim Capital
Illinois
$138K +$149K +10,107 New
SMA
84
Sage Mountain Advisors
Georgia
$136K +$147K +10,000 New
SS
85
Sunbelt Securities
Texas
$118K +$129K +8,797 New
Lazard Asset Management
86
Lazard Asset Management
New York
$107K +$3.08K +209 +3%
AWM
87
Avior Wealth Management
Nebraska
$81.7K +$88.3K +6,000 New
ECM
88
EMC Capital Management
Texas
$78K
TRCT
89
Tower Research Capital (TRC)
New York
$78K +$25.6K +1,741 +44%
PI
90
PEAK6 Investments
Illinois
$65.5K +$70.8K +4,808 New
SPIA
91
Steward Partners Investment Advisory
New York
$55.1K -$3.96K -269 -6%
TAM
92
Tucker Asset Management
Colorado
$47.8K +$51.7K +3,511 New
TWM
93
Tradition Wealth Management
Minnesota
$36K +$662 +45 +2%
AF
94
Allworth Financial
California
$34.4K
ASN
95
Advisory Services Network
Georgia
$23.4K -$3.12K -212 -11%
AWM
96
AllSquare Wealth Management
New York
$23.2K
HWA
97
Heritage Wealth Advisors
Virginia
$20.4K
SIS
98
Sound Income Strategies
Florida
$16.2K
BWM
99
Baystate Wealth Management
Massachusetts
$6.31K +$206 +14 +3%
HIA
100
Harbor Investment Advisory
Maryland
$6.13K +$6.62K +450 New