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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
TC
76
TFS Capital
Pennsylvania
$500K -$621K -18,894 -56%
Geode Capital Management
77
Geode Capital Management
Massachusetts
$431K
PCM
78
Prelude Capital Management
New York
$408K +$395K +12,000 New
STC
79
SEI Trust Company
Pennsylvania
$401K -$119K -3,617 -23%
Creative Planning
80
Creative Planning
Kansas
$374K +$58.5K +1,779 +19%
KKRC
81
Kohlberg Kravis Roberts & Co
New York
$357K +$345K +10,500 New
MHC
82
Meyer Handelman Company
New York
$353K +$342K +10,400 New
FSA
83
Franklin Street Advisors
North Carolina
$340K
PMG
84
ProVise Management Group
Florida
$319K +$309K +9,400 New
PA
85
Pinnacle Associates
New York
$288K +$9.87K +300 +4%
WA
86
WFG Advisors
Texas
$285K +$276K +8,389 New
KAM
87
Keeley Asset Management
Illinois
$255K +$247K +7,500 New
WRM
88
Westport Resources Management
Connecticut
$233K +$14.8K +451 +7%
DC
89
Deere & Company
Illinois
$220K +$213K +6,476 New
SSB
90
Sandy Spring Bank
Maryland
$173K +$19.7K +600 +13%
EWM
91
Evercore Wealth Management
New York
$136K
Citadel Advisors
92
Citadel Advisors
Florida
$111K -$590K -17,927 -85%
CRCP
93
Copper Rock Capital Partners
Massachusetts
$62K
FWM
94
Focused Wealth Management
New York
$57K -$16.7K -507 -23%
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$53K +$132 +4 +0.3%
First Manhattan
96
First Manhattan
New York
$33K +$32.9K +1,000 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$26K -$125K -3,800 -83%
WTC
98
WhitTier Trust Company
Nevada
$25K
ST
99
Spot Trading
Illinois
$24K +$22.8K +693 New
PMFA
100
Plante Moran Financial Advisors
Michigan
$24K +$23K +700 New