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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$55K
MFS
102
MSI Financial Services
Massachusetts
$51K +$1.44K +93 +3%
IA
103
IFP Advisors
Florida
$47K -$834 -54 -2%
Bessemer Group
104
Bessemer Group
New Jersey
$46K +$46.3K +3,000 New
HCM
105
Highlander Capital Management
New Jersey
$38K
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36K -$1.03K -67 -3%
CF
107
CenterStar Fund
Illinois
$34K
US Bancorp
108
US Bancorp
Minnesota
$26K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$24K
PCM
110
Penserra Capital Management
California
$19K +$2.24K +145 +12%
YWP
111
YorkBridge Wealth Partners
New York
$19K +$18.1K +1,170 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17.6K +1,138 New
AIM
113
Advantage Investment Management
Iowa
$11K
MCM
114
MV Capital Management
Maryland
$11K
WTC
115
WhitTier Trust Company
Nevada
$11K
TSW
116
Thompson Siegel & Walmsley
Virginia
$6K
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$6K
HI
118
Hudock Inc
Pennsylvania
$6K +$1.16K +75 +21%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$4.79K
BWA
120
Burt Wealth Advisors
Maryland
$4K
BCM
121
Blume Capital Management
California
$3K -$17K -1,100 -85%
LYV
122
Live Your Vision
Pennsylvania
$2K
BIG
123
Bellwether Investment Group
Tennessee
$2K +$1.81K +117 New
BFEC
124
Benjamin F. Edwards & Company
Missouri
$1K
DADC
125
D.A. Davidson & Co
Montana
$1K