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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$464K -$21.5K -1,220 -5%
Brown Advisory
77
Brown Advisory
Maryland
$434K – – –
Ameriprise
78
Ameriprise
Minnesota
$370K +$52.9K +2,999 +19%
SCM
79
Sterling Capital Management
North Carolina
$340K – – –
PWP
80
Private Wealth Partners
California
$326K -$70.5K -4,000 -20%
FWM
81
Focused Wealth Management
New York
$313K -$18.4K -1,043 -6%
IWM
82
IHT Wealth Management
Illinois
$309K – – –
EP
83
Elkhorn Partners
Nebraska
$294K – – –
EIA
84
Edgemoor Investment Advisors
Maryland
$288K +$257K +14,585 New
SCCM
85
Schafer Cullen Capital Management
New York
$280K +$250K +14,190 New
TI
86
Turner Investments
Pennsylvania
$277K +$247K +14,000 New
V
87
Veritable
Delaware
$269K +$34.6K +1,963 +17%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$261K +$47K +2,666 +25%
CAM
89
Carret Asset Management
New York
$257K – – –
BWP
90
Baldwin Wealth Partners
Massachusetts
$255K – – –
BWM
91
BigSur Wealth Management
Florida
$254K – – –
Group One Trading
92
Group One Trading
Illinois
$226K +$12.4K +702 +7%
FTIOP
93
Fiduciary Trust International of Pennsylvania
Pennsylvania
$225K +$201K +11,405 New
PC
94
Palo Capital
California
$224K – – –
VKH
95
Virtu KCG Holdings
New York
$223K +$199K +11,302 New
GBA
96
Garrison Bradford & Associates
New York
$210K – – –
PA
97
Pinnacle Associates
New York
$208K -$15.9K -900 -8%
ACM
98
Ashford Capital Management
Delaware
$207K -$45.9K -2,600 -20%
CAN
99
Cetera Advisor Networks
California
$200K -$21.1K -1,198 -11%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$200K -$2.03K -115 -1%