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Carolina Trust BancShares
CART
CART
Delisted
CART was delisted on the 31st of December, 2019.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Wellington Management Group
Boston,
Massachusetts
| $948K | +$1.05M | +385,312 | New |
|
| 2 |
2
Alpine Woods Capital Investors
Purchase,
New York
| $263K | +$292K | +106,783 | New |
|
| 3 |
3
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $197K | +$218K | +79,959 | New |
|
| 4 |
SWITC
4
Stewart West Indies Trading Company
Boulder,
Colorado
| $87K | +$96.9K | +35,498 | New |
|
| 5 |
5
Banc Funds Company
Chicago,
Illinois
| $79K | +$88.2K | +32,300 | New |
|
| 6 |
6
Security National Trust
Wheeling,
West Virginia
| $67K | +$73.7K | +27,000 | New |
|
| 7 |
7
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $62K | +$68.3K | +25,000 | New |
|
| 8 |
8
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $32K | +$35.1K | +12,861 | New |
|
| 9 |
9
Carroll Financial Associates
Charlotte,
North Carolina
| $18K | +$20.5K | +7,500 | New |
|
| 10 |
10
UBS
Zurich,
Switzerland
| $7K | +$7K | +2,562 | New |
|
| 11 |
11
Tower Research Capital (TRC)
New York
| $5K | +$5.44K | +1,994 | New |
|
| 12 |
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | +$2K | +732 | New |
|