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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
101
Simplex Trading
Illinois
$87K -$493K -30,048 -85%
PCM
102
Penserra Capital Management
California
$77K +$57.8K +3,526 +269%
WA
103
WFG Advisors
Texas
$66K -$6.38K -389 -9%
KPCM
104
Kings Point Capital Management
New York
$64K +$65.6K +4,000 New
SSB
105
Sandy Spring Bank
Maryland
$60K – – –
IA
106
IFP Advisors
Florida
$50K +$230 +14 +0.5%
Bessemer Group
107
Bessemer Group
New Jersey
$48K – – –
GWS
108
Glassman Wealth Services
Virginia
$42K +$42.8K +2,612 New
HCM
109
Highlander Capital Management
New Jersey
$40K – – –
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K – – –
IWM
111
IHT Wealth Management
Illinois
$33K +$33.5K +2,044 New
ASN
112
Advisory Services Network
Georgia
$33K +$34.3K +2,092 New
SAC
113
Smith Affiliated Capital
New York
$31.9K – – –
US Bancorp
114
US Bancorp
Minnesota
$27K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
YWP
116
YorkBridge Wealth Partners
New York
$20K – – –
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
CG
118
Cutler Group
California
$15K -$67.2K -4,100 -80%
QAM
119
QCI Asset Management
New York
$13K +$13.1K +800 New
WTC
120
WhitTier Trust Company
Nevada
$12K – – –
MCM
121
MV Capital Management
Maryland
$11K – – –
CBT
122
Central Bank & Trust
Kentucky
$11K +$11.5K +700 New
PFO
123
Pathstone Family Office
New Jersey
$8K +$8.2K +500 New
WP
124
WealthPLAN Partners
Nebraska
$7.12K +$7.34K +448 New
HI
125
Hudock Inc
Pennsylvania
$6K – – –