We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$259K -$365K -23,637 -58%
FWM
77
Focused Wealth Management
New York
$259K -$92.3K -5,976 -26%
ACM
78
Ashford Capital Management
Delaware
$238K +$7.72K +500 +3%
EP
79
Elkhorn Partners
Nebraska
$227K +$6.18K +400 +3%
WS
80
Wedbush Securities
California
$218K +$221K +14,285 New
HighTower Advisors
81
HighTower Advisors
Illinois
$206K +$11.4K +735 +6%
BWP
82
Baldwin Wealth Partners
Massachusetts
$198K +$38.6K +2,500 +24%
BWM
83
BigSur Wealth Management
Florida
$193K +$195K +12,623 New
NSIM
84
North Star Investment Management
Illinois
$186K – – –
V
85
Veritable
Delaware
$178K -$61.8K -4,000 -26%
GBA
86
Garrison Bradford & Associates
New York
$174K – – –
KI
87
Koch Industries
Kansas
$167K +$169K +10,973 New
KIA
88
KCM Investment Advisors
California
$166K -$136K -8,800 -45%
MC
89
Moors & Cabot
Massachusetts
$157K +$158K +10,254 New
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$154K -$14.2K -918 -8%
First Manhattan
91
First Manhattan
New York
$154K -$10.8K -700 -6%
CAM
92
Carret Asset Management
New York
$152K – – –
SF
93
Synovus Financial
Georgia
$100K +$54.1K +3,504 +113%
Group One Trading
94
Group One Trading
Illinois
$96K +$97.2K +6,295 New
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$91K -$33.4K -2,163 -27%
GT
96
Glenmede Trust
Pennsylvania
$91K +$92.7K +6,000 New
CG
97
Cutler Group
California
$77K +$61.8K +4,000 +365%
WA
98
WFG Advisors
Texas
$69K +$8.03K +520 +13%
SSB
99
Sandy Spring Bank
Maryland
$57K -$42.3K -2,740 -42%
AG
100
Advisor Group
Arizona
$55K – – –