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Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$446K +$124K +8,707 +36%
AWA
77
Arkadios Wealth Advisors
Georgia
$443K
SPIA
78
Steward Partners Investment Advisory
New York
$441K +$192K +13,498 +72%
GIM
79
Glenmede Investment Management
Pennsylvania
$440K +$458K +32,175 New
KWM
80
Keebeck Wealth Management
Illinois
$436K
Stifel Financial
81
Stifel Financial
Missouri
$422K -$210K -14,748 -32%
CAU
82
Caxton Associates (UK)
$403K
UAG
83
United Advisor Group
Ohio
$357K +$31.2K +2,196 +9%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$354K +$11.5K +808 +3%
PAMG
85
Patton Albertson Miller Group
Tennessee
$344K +$357K +25,114 New
TCA
86
Transcend Capital Advisors
New Jersey
$342K +$356K +25,015 New
IFG
87
Independent Financial Group
California
$330K +$50K +3,519 +17%
Goldman Sachs
88
Goldman Sachs
New York
$308K +$320K +22,529 New
Fisher Asset Management
89
Fisher Asset Management
Washington
$307K +$2.83K +199 +0.9%
JP Morgan Chase
90
JP Morgan Chase
New York
$304K -$147K -10,310 -32%
SCA
91
SMH Capital Advisors
Texas
$300K +$312K +21,925 New
CG
92
Clarus Group
Texas
$291K
MCM
93
MAI Capital Management
Ohio
$285K +$296K +20,797 New
Northern Trust
94
Northern Trust
Illinois
$265K +$276K +19,401 New
CCG
95
Catalina Capital Group
California
$263K +$274K +19,239 New
SC
96
Savant Capital
Illinois
$258K +$8.19K +576 +3%
IAIM
97
International Assets Investment Management
Florida
$248K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$245K +$254K +17,890 New
FA
99
Financial Alternatives
California
$241K
AWM
100
Arista Wealth Management
Nevada
$240K +$250K +17,573 New