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CART
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
| $1.1M | – | – | – |
|
| 2 |
BFC
2
Banc Funds Company
Chicago,
Illinois
| $538K | +$435K | +151,292 | +468% |
|
| 3 |
AWCI
3
Alpine Woods Capital Investors
Purchase,
New York
| $313K | – | – | – |
|
| 4 |
SSWM
4
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $214K | -$19.5K | -6,770 | -8% |
|
| 5 |
SWITC
5
Stewart West Indies Trading Company
Boulder,
Colorado
| $102K | – | – | – |
|
| 6 |
SNT
6
Security National Trust
Wheeling,
West Virginia
| $76K | -$2.88K | -1,000 | -4% |
|
| 7 |
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $73K | – | – | – |
|
| 8 |
CFA
8
Carroll Financial Associates
Charlotte,
North Carolina
| $21K | – | – | – |
|
| 9 |
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | – | – | – |
|
| 10 |
U
10
UBS
Zurich,
Switzerland
| $1K | -$6.53K | -2,270 | -89% |
|
| 11 |
SKK
11
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$32K | -12,861 | Closed |
|
| 12 |
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$5K | -1,994 | Closed |
|