We are live on ! Find out more
CGBD icon

Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
MW
76
Marcum Wealth
Ohio
$165K – – –
Great Valley Advisor Group
77
Great Valley Advisor Group
Delaware
$162K – – –
Jump Financial
78
Jump Financial
Illinois
$156K +$149K +10,700 New
Corient Private Wealth
79
Corient Private Wealth
Florida
$155K -$16.6K -1,190 -10%
SS
80
Sunbelt Securities
Texas
$128K – – –
Lazard Asset Management
81
Lazard Asset Management
New York
$117K +$2.1K +151 +2%
Aquatic Capital Management
82
Aquatic Capital Management
Illinois
$87K +$83.5K +6,000 New
HIA
83
Harbor Investment Advisory
Maryland
$85.8K +$75.7K +5,442 +1,209%
ECM
84
EMC Capital Management
Texas
$84K – – –
Quantbot Technologies
85
Quantbot Technologies
New York
$69.6K +$66.5K +4,783 New
Steward Partners Investment Advisory
86
Steward Partners Investment Advisory
New York
$60.8K +$1.82K +131 +3%
Simplex Trading
87
Simplex Trading
Illinois
$42K +$40.7K +2,924 New
TWM
88
Tradition Wealth Management
Minnesota
$39K +$723 +52 +2%
Allworth Financial
89
Allworth Financial
California
$36.8K – – –
AWM
90
AllSquare Wealth Management
New York
$23.5K – – –
Heritage Wealth Advisors
91
Heritage Wealth Advisors
Virginia
$21.8K – – –
SIS
92
Sound Income Strategies
Florida
$17.3K – – –
PEAK6 Investments
93
PEAK6 Investments
Illinois
$16.8K -$50.8K -3,655 -76%
Tower Research Capital (TRC)
94
Tower Research Capital (TRC)
New York
$14.4K -$66.1K -4,751 -83%
BWM
95
Baystate Wealth Management
Massachusetts
$6.96K +$209 +15 +3%
Nomura Asset Management
96
Nomura Asset Management
Japan
$5.87K – – –
Citigroup
97
Citigroup
New York
$582 +$556 +40 New
AF
98
Advisornet Financial
Minnesota
$400 – – –
Emerald Mutual Fund Advisers Trust
99
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$693K -50,910 Closed
Y-Intercept (HK)
100
Y-Intercept (HK)
Hong Kong
– -$284K -20,835 Closed