We are live on ! Find out more
CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthPLAN Partners
Nebraska
$266K +$1.88K +64 +0.7%
PMG
102
ProVise Management Group
Florida
$245K +$14.6K +500 +6%
VKH
103
Virtu KCG Holdings
New York
$242K +$251K +8,583 New
PA
104
Pinnacle Associates
New York
$240K -$5.13K -175 -2%
CA
105
Cetera Advisors
Colorado
$234K – – –
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$228K +$238K +8,110 New
CAN
107
Cetera Advisor Networks
California
$223K – – –
BAAM
108
Baker Avenue Asset Management
California
$222K -$495K -16,900 -68%
V
109
Veritable
Delaware
$218K -$202K -6,900 -47%
FWM
110
Focused Wealth Management
New York
$174K +$234 +8 +0.1%
SFFS
111
Stonehage Fleming Financial Services
Jersey
$172K – – –
ST
112
Spot Trading
Illinois
$146K -$326K -11,123 -68%
EWM
113
Evercore Wealth Management
New York
$141K +$29.3K +1,000 +25%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$91K – – –
PI
115
PineBridge Investments
New York
$90K – – –
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$81K +$38.5K +1,313 +83%
SSB
117
Sandy Spring Bank
Maryland
$70K – – –
QT
118
Quantbot Technologies
New York
$65K +$67.8K +2,314 New
Simplex Trading
119
Simplex Trading
Illinois
$61K -$271K -9,267 -81%
UFA
120
US Financial Advisors
Massachusetts
$59K +$46.9K +1,600 +320%
FCCM
121
First City Capital Management
Georgia
$58.1K +$120K +4,094 New
NSIM
122
North Star Investment Management
Illinois
$28K – – –
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
$24K -$18.5K -632 -42%
WTC
124
WhitTier Trust Company
Nevada
$21K – – –
KA
125
Klingman & Associates
New York
$19K – – –