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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$1.76M +$299K +12,700 +14%
OC
52
Oppenheimer & Co
New York
$1.57M +$732K +31,115 +50%
PWM
53
Perigon Wealth Management
California
$1.54M +$118 +5 +0%
BMO
54
Beck Mack & Oliver
New York
$1.31M -$111K -4,700 -6%
GCM
55
Gator Capital Management
Florida
$1.22M -$352K -14,984 -17%
KIA
56
KCM Investment Advisors
California
$1.08M -$231K -9,839 -13%
Macquarie Group
57
Macquarie Group
Australia
$1.06M -$400K -17,000 -21%
GCP
58
GSA Capital Partners
United Kingdom
$1.03M +$556K +23,652 +63%
SCM
59
Sterling Capital Management
North Carolina
$986K +$172K +7,300 +14%
LPL Financial
60
LPL Financial
California
$901K +$789K +33,557 +219%
NIT
61
NumerixS Investment Technologies
British Columbia, Canada
$853K +$803K +34,148 +206%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$847K +$621K +26,410 +110%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$704K +$986K +41,925 New
WT
64
Whittier Trust
California
$644K – – –
ANI
65
American National Insurance
Texas
$621K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$603K +$51.1K +2,172 +6%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$595K +$67K +2,850 +9%
Barclays
68
Barclays
United Kingdom
$570K +$114K +4,855 +16%
PWP
69
Private Wealth Partners
California
$533K +$745K +31,700 New
Ameriprise
70
Ameriprise
Minnesota
$529K +$144K +6,118 +24%
Geode Capital Management
71
Geode Capital Management
Massachusetts
$484K +$138K +5,880 +26%
BAS
72
Brown Advisory Securities
Maryland
$460K +$306K +13,000 +91%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$451K +$106K +4,501 +20%
Millennium Management
74
Millennium Management
New York
$399K +$559K +23,779 New
GBA
75
Garrison Bradford & Associates
New York
$376K – – –