We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
326
Oliver Luxxe Assets
New Jersey
$231K +$19.9K +415 +9%
MFW
327
Meristem Family Wealth
Minnesota
$223K +$226K +4,722 New
IRF
328
IBM Retirement Fund
New York
$218K
CG
329
Cutler Group
California
$215K +$219K +4,567 New
FMT
330
First Mercantile Trust
Tennessee
$206K -$14.3K -298 -6%
WG
331
Winton Group
United Kingdom
$204K -$290K -6,038 -58%
AWM
332
Apollon Wealth Management
South Carolina
$204K +$207K +4,308 New
BPCE
333
Bank Pictet & Cie (Europe)
Germany
$201K +$204K +4,250 New
Vontobel Holding
334
Vontobel Holding
Switzerland
$200K +$204K +4,249 New
IWA
335
IBEX Wealth Advisors
New Jersey
$199K +$202K +4,211 New
LSA
336
Leonteq Securities AG
Switzerland
$192K -$13.8K -287 -7%
AP
337
Arlington Partners
Alabama
$165K +$168K +3,497 New
SSB
338
Sandy Spring Bank
Maryland
$160K
First Manhattan
339
First Manhattan
New York
$160K +$33.6K +700 +26%
WWMSC
340
Wagner Wealth Management (South Carolina)
South Carolina
$156K +$6.33K +132 +5%
MLICM
341
Metropolitan Life Insurance Company (MetLife)
New York
$153K -$6.23K -130 -4%
SWM
342
Spire Wealth Management
Virginia
$145K -$42.9K -894 -23%
Loomis, Sayles & Company
343
Loomis, Sayles & Company
Massachusetts
$145K +$147K +3,068 New
CFGS
344
Concourse Financial Group Securities
Alabama
$140K -$60.9K -1,269 -30%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$134K
CFN
346
Cordasco Financial Network
Florida
$115K +$575 +12 +0.5%
VI
347
Vestcor Inc
New Brunswick, Canada
$112K -$15.1K -314 -12%
FWM
348
Focused Wealth Management
New York
$112K +$240 +5 +0.2%
BCV
349
Banque Cantonale Vaudoise
Switzerland
$109K
HFM
350
Harvest Fund Management
China
$109K