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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Colony Group
Massachusetts
$941K +$40K +1,672 +5%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$927K +$40.1K +1,677 +5%
AIM
78
Allen Investment Management
New York
$904K -$401K -16,754 -32%
Creative Planning
79
Creative Planning
Kansas
$889K -$14.2K -592 -2%
Canada Life
80
Canada Life
Manitoba, Canada
$884K -$107K -4,466 -11%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$881K +$46.9K +1,959 +6%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$867K +$282K +11,803 +53%
MS
83
Maven Securities
Jersey
$860K +$807K +33,750 New
IA
84
IFP Advisors
Florida
$845K +$785K +32,811 New
PA
85
Pinnacle Associates
New York
$794K -$47.8K -2,000 -6%
SH
86
SeaTown Holdings
Singapore
$750K +$702K +29,351 New
SPIA
87
Steward Partners Investment Advisory
New York
$723K -$10.3K -431 -2%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$716K -$179K -7,500 -21%
ACM
89
Ashford Capital Management
Delaware
$665K
SWM
90
Stockman Wealth Management
Montana
$665K
SM
91
SG3 Management
Puerto Rico
$639K +$239K +10,000 +67%
JG
92
Jefferies Group
New York
$639K +$598K +25,000 New
GBA
93
Garrison Bradford & Associates
New York
$627K +$201K +8,400 +52%
HighTower Advisors
94
HighTower Advisors
Illinois
$620K -$691K -28,882 -54%
PAG
95
Private Advisor Group
New Jersey
$602K +$17.9K +748 +3%
SOAMC
96
Spirit of America Management Corp
New York
$535K
EGA
97
E&G Advisors
Texas
$524K -$108K -4,500 -18%
SCCM
98
Schafer Cullen Capital Management
New York
$506K
M&T Bank
99
M&T Bank
New York
$468K -$125K -5,225 -22%
DAC
100
Dividend Assets Capital
South Carolina
$465K