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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$118K +$12.8K +301 +13%
UFF
302
USA Financial Formulas
Michigan
$117K +$107K +2,518 New
CFN
303
Cordasco Financial Network
Florida
$113K +$638 +15 +0.6%
FWM
304
Focused Wealth Management
New York
$110K +$255 +6 +0.3%
Ensign Peak Advisors
305
Ensign Peak Advisors
Utah
$109K +$99.8K +2,345 New
BCV
306
Banque Cantonale Vaudoise
Switzerland
$107K – – –
HFM
307
Harvest Fund Management
China
$107K – – –
ASN
308
Advisory Services Network
Georgia
$106K +$96.6K +2,271 New
AIG
309
American International Group
New York
$94K +$21.2K +499 +33%
CWP
310
Concord Wealth Partners
Virginia
$93K – – –
HCM
311
Highlander Capital Management
New Jersey
$93K – – –
CP
312
Castleview Partners
Texas
$93K +$85.1K +2,000 New
AIM
313
Anchor Investment Management
South Carolina
$93K – – –
US Bancorp
314
US Bancorp
Minnesota
$79K – – –
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$54K +$4.25K +100 +9%
AWA
316
Arkadios Wealth Advisors
Georgia
$49K +$298 +7 +0.7%
DOA
317
D'Orazio & Associates
Virginia
$48K +$255 +6 +0.6%
APA
318
American Portfolios Advisors
New York
$47.6K +$38.1K +895 +688%
SAM
319
Shell Asset Management
Netherlands
$47K -$13.1K -307 -23%
EWA
320
Evolution Wealth Advisors
Florida
$47K – – –
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
CCC
322
Crescent Capital Consulting
Louisiana
$46K – – –
WT
323
Washington Trust
Rhode Island
$46K – – –
Canada Pension Plan Investment Board
324
Canada Pension Plan Investment Board
Ontario, Canada
$44K +$40.1K +942 New
ZB
325
Zions Bancorporation
Utah
$42K – – –