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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$1.54M +$118 +5 +0%
BMO
52
Beck Mack & Oliver
New York
$1.31M -$111K -4,700 -6%
GCM
53
Gator Capital Management
Florida
$1.22M -$352K -14,984 -17%
KIA
54
KCM Investment Advisors
California
$1.08M -$231K -9,839 -13%
Macquarie Group
55
Macquarie Group
Australia
$1.06M -$400K -17,000 -21%
GCP
56
GSA Capital Partners
United Kingdom
$1.03M +$556K +23,652 +63%
SCM
57
Sterling Capital Management
North Carolina
$986K +$172K +7,300 +14%
LPL Financial
58
LPL Financial
California
$901K +$789K +33,557 +219%
NIT
59
NumerixS Investment Technologies
British Columbia, Canada
$853K +$803K +34,148 +206%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$847K +$621K +26,410 +110%
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$704K +$986K +41,925 New
WT
62
Whittier Trust
California
$644K
ANI
63
American National Insurance
Texas
$621K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$603K +$51.1K +2,172 +6%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$595K +$67K +2,850 +9%
Barclays
66
Barclays
United Kingdom
$570K +$114K +4,855 +16%
PWP
67
Private Wealth Partners
California
$533K +$745K +31,700 New
Ameriprise
68
Ameriprise
Minnesota
$529K +$144K +6,118 +24%
Geode Capital Management
69
Geode Capital Management
Massachusetts
$484K +$138K +5,880 +26%
BAS
70
Brown Advisory Securities
Maryland
$460K +$306K +13,000 +91%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$451K +$106K +4,501 +20%
Millennium Management
72
Millennium Management
New York
$399K +$559K +23,779 New
GBA
73
Garrison Bradford & Associates
New York
$376K
RJFSA
74
Raymond James Financial Services Advisors
Florida
$372K +$520K +22,127 New
CIBC World Market
75
CIBC World Market
Ontario, Canada
$370K +$517K +22,000 New