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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
251
Valeo Financial Advisors
Indiana
$79K -$817 -29 -1%
CAM
252
Cacti Asset Management
Georgia
$79K – – –
CFN
253
Cordasco Financial Network
Florida
$75K +$591 +21 +0.9%
FWM
254
Focused Wealth Management
New York
$74K +$225 +8 +0.3%
BCV
255
Banque Cantonale Vaudoise
Switzerland
$72K – – –
HCM
256
Highlander Capital Management
New Jersey
$63K – – –
CWP
257
Concord Wealth Partners
Virginia
$63K +$56.3K +2,000 New
AIM
258
Anchor Investment Management
South Carolina
$62.9K -$5.04K -179 -8%
US Bancorp
259
US Bancorp
Minnesota
$58K +$4.22K +150 +9%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$57K -$2.82K -100 -5%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$55K +$49.1K +1,745 New
AIG
262
American International Group
New York
$52K +$169 +6 +0.4%
STRS Ohio
263
STRS Ohio
Ohio
$50K +$45K +1,598 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
SAM
265
Shell Asset Management
Netherlands
$41K +$37.1K +1,319 New
DOA
266
D'Orazio & Associates
Virginia
$32K +$253 +9 +0.9%
Washington Trust
267
Washington Trust
Rhode Island
$31K – – –
CCC
268
Crescent Capital Consulting
Louisiana
$31K +$28.2K +1,000 New
Advisory Services Network
269
Advisory Services Network
Georgia
$25K +$84 +3 +0.4%
EWA
270
Evolution Wealth Advisors
Florida
$23K +$20.6K +730 New
Geneos Wealth Management
271
Geneos Wealth Management
Colorado
$22K +$253 +9 +2%
Tower Research Capital (TRC)
272
Tower Research Capital (TRC)
New York
$19K -$15.3K -544 -47%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$19K -$535 -19 -3%
Harvest Fund Management
274
Harvest Fund Management
China
$18K +$16.4K +583 New
Parallax Volatility Advisers
275
Parallax Volatility Advisers
California
$17K -$42.8K -1,521 -73%