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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$155K – – –
WWMSC
402
Wagner Wealth Management (South Carolina)
South Carolina
$153K +$545 +10 +0.4%
HFM
403
Harvest Fund Management
China
$149K +$23.4K +429 +19%
CFGS
404
Concourse Financial Group Securities
Alabama
$145K -$17K -312 -11%
APA
405
American Portfolios Advisors
New York
$139K +$76K +1,395 +122%
CFN
406
Cordasco Financial Network
Florida
$134K +$599 +11 +0.5%
BCV
407
Banque Cantonale Vaudoise
Switzerland
$126K – – –
TRCT
408
Tower Research Capital (TRC)
New York
$121K +$89.5K +1,643 +293%
FWM
409
Focused Wealth Management
New York
$112K -$17.6K -323 -14%
SOW
410
State of Wyoming
Wyoming
$111K +$110K +2,025 New
CWP
411
Concord Wealth Partners
Virginia
$110K – – –
HCM
412
Highlander Capital Management
New Jersey
$110K – – –
TVWM
413
Tower View Wealth Management
Wisconsin
$110K – – –
AIM
414
Anchor Investment Management
South Carolina
$110K – – –
VI
415
Vestcor Inc
New Brunswick, Canada
$108K -$21.3K -391 -17%
AIG
416
American International Group
New York
$96K -$3.54K -65 -4%
US Bancorp
417
US Bancorp
Minnesota
$93K +$218 +4 +0.2%
SIC
418
Salem Investment Counselors
North Carolina
$91K +$90K +1,652 New
GA
419
GraniteShares Advisors
New York
$89K +$89.3K +1,639 New
CCC
420
Crescent Capital Consulting
Louisiana
$82K – – –
LS
421
Livforsakringsbolaget Skandia
Sweden
$82K – – –
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$71K +$6.7K +123 +11%
EDRH
423
Edmond de Rothschild Holding
Switzerland
$71K +$56.6K +1,040 +408%
Pacer Advisors
424
Pacer Advisors
Pennsylvania
$65K +$64K +1,176 New
IA
425
IFP Advisors
Florida
$62K -$436 -8 -0.7%