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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Savant Capital
Illinois
$296K +$7.74K +438 +2%
IAIM
77
International Assets Investment Management
Florida
$293K
MWM
78
MGB Wealth Management
Texas
$291K +$304K +17,199 New
FA
79
Financial Alternatives
California
$285K -$42.4K -2,400 -12%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$248K -$1.84K -104 -0.7%
AWM
81
Activest Wealth Management
Florida
$222K
ECM
82
EMC Capital Management
Texas
$211K
QC
83
Quadrature Capital
United Kingdom
$207K +$226K +12,777 New
HWM
84
HB Wealth Management
Georgia
$191K
GVAG
85
Great Valley Advisor Group
Delaware
$189K
SCM
86
SCS Capital Management
Massachusetts
$188K +$200K +11,314 New
MW
87
Marcum Wealth
Ohio
$183K
Cerity Partners
88
Cerity Partners
New York
$170K +$186K +10,505 New
USCWA
89
U.S. Capital Wealth Advisors
Texas
$167K -$457K -25,890 -72%
SS
90
Sunbelt Securities
Texas
$167K +$26.5K +1,500 +17%
CH
91
Canton Hathaway
Rhode Island
$158K +$126K +7,155 +271%
Citigroup
92
Citigroup
New York
$118K +$78.7K +4,456 +156%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$110K +$5.33K +302 +5%
HIA
94
Harbor Investment Advisory
Maryland
$68.1K
BAMF
95
BI Asset Management Fondsmaeglerselskab
Denmark
$38K
AF
96
Allworth Financial
California
$36.9K
HWA
97
Heritage Wealth Advisors
Virginia
$34K
QL
98
Quarry LP
New York
$32.5K +$35.4K +2,007 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$24.8K
AWM
100
AllSquare Wealth Management
New York
$22.7K -$5.3K -300 -18%