We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Private Wealth Partners
California
$995K +$570K +32,000 +101%
LCM
52
Landscape Capital Management
New Jersey
$982K +$1.12M +62,849 New
GCM
53
Gator Capital Management
Florida
$950K -$209K -11,743 -16%
RJA
54
Raymond James & Associates
Florida
$934K -$856K -48,115 -45%
WSTAM
55
Wilbanks Smith & Thomas Asset Management
Virginia
$933K +$317K +17,825 +43%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$852K +$688K +38,653 +244%
SCM
57
Sterling Capital Management
North Carolina
$834K -$94.3K -5,300 -9%
BG
58
Bollard Group
Massachusetts
$815K +$929K +52,200 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$813K +$30.2K +1,696 +3%
William Blair & Company
60
William Blair & Company
Illinois
$742K -$1.52M -85,450 -64%
KIA
61
KCM Investment Advisors
California
$665K -$386K -21,700 -34%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$636K +$247K +13,850 +52%
DC
63
Deere & Company
Illinois
$614K +$699K +39,287 New
WT
64
Whittier Trust
California
$605K +$6.3K +354 +0.9%
ANI
65
American National Insurance
Texas
$577K
Ameriprise
66
Ameriprise
Minnesota
$571K +$90.1K +5,063 +16%
Citadel Advisors
67
Citadel Advisors
Florida
$565K +$644K +36,167 New
NIT
68
NumerixS Investment Technologies
British Columbia, Canada
$554K -$272K -15,285 -30%
Macquarie Group
69
Macquarie Group
Australia
$531K -$519K -29,150 -46%
Stifel Financial
70
Stifel Financial
Missouri
$503K +$362K +20,350 +172%
Geode Capital Management
71
Geode Capital Management
Massachusetts
$467K +$19.6K +1,102 +4%
FWM
72
Focused Wealth Management
New York
$426K +$138K +7,767 +40%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$390K -$10.2M -571,655 -96%
Creative Planning
74
Creative Planning
Kansas
$375K +$178K +10,000 +71%
GBA
75
Garrison Bradford & Associates
New York
$342K -$8.9K -500 -2%