We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCV
276
Banque Cantonale Vaudoise
Switzerland
$85K – – –
HFM
277
Harvest Fund Management
China
$85K +$60.7K +1,732 +297%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.5K -$14K -400 -15%
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$82K +$17.5K +499 +29%
CWP
280
Concord Wealth Partners
Virginia
$74K – – –
HCM
281
Highlander Capital Management
New Jersey
$74K – – –
AIM
282
Anchor Investment Management
South Carolina
$73.5K – – –
US Bancorp
283
US Bancorp
Minnesota
$62K -$5.26K -150 -8%
SO
284
STRS Ohio
Ohio
$58K – – –
AIG
285
American International Group
New York
$56K -$4.8K -137 -8%
SAM
286
Shell Asset Management
Netherlands
$48K – – –
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$39K -$26.6K -760 -42%
CG
289
Cutler Group
California
$38K -$250K -7,142 -87%
DOA
290
D'Orazio & Associates
Virginia
$38K +$245 +7 +0.7%
AWA
291
Arkadios Wealth Advisors
Georgia
$38K +$37K +1,055 New
CCC
292
Crescent Capital Consulting
Louisiana
$37K – – –
WT
293
Washington Trust
Rhode Island
$37K – – –
EWA
294
Evolution Wealth Advisors
Florida
$37K +$9.64K +275 +38%
ZB
295
Zions Bancorporation
Utah
$33K +$31.8K +906 New
GWM
296
Geneos Wealth Management
Colorado
$25K – – –
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
HCP
298
Hexagon Capital Partners
Arkansas
$20K – – –
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$18K +$17.5K +500 New
AIC
300
Ameritas Investment Company
Nebraska
$14.9K +$14.2K +406 New