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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Axiom Investment Management
New York
$184K
PCA
102
Personal Capital Advisors
California
$183K
SWM
103
Stockman Wealth Management
Montana
$183K +$182K +10,000 New
SAS
104
Stelac Advisory Services
New York
$163K
PH
105
Pinnacle Holdings
Oklahoma
$143K
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$126K -$21.6K -1,192 -15%
AF
107
Advisornet Financial
Minnesota
$121K
SF
108
Synovus Financial
Georgia
$117K -$152K -8,362 -57%
GSWM
109
Golden State Wealth Management
California
$108K +$108K +5,927 New
CAM
110
Cacti Asset Management
Georgia
$91K -$90.8K -5,000 -50%
WT
111
Whittier Trust
California
$91K -$64.9K -3,574 -42%
HCM
112
Highlander Capital Management
New Jersey
$86K +$4.54K +250 +6%
First Manhattan
113
First Manhattan
New York
$74K -$11.4K -630 -13%
CFGS
114
Concourse Financial Group Securities
Alabama
$71K -$7.95K -438 -10%
SSB
115
Sandy Spring Bank
Maryland
$67K -$1.81K -100 -3%
WEC
116
Winslow Evans & Crocker
Massachusetts
$60K -$9.08K -500 -14%
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$52K
AIM
118
Anchor Investment Management
South Carolina
$50K +$145 +8 +0.3%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$46K +$7.26K +400 +67%
FHA
120
Flagship Harbor Advisors
Massachusetts
$45K +$109 +6 +0.2%
TRCT
121
Tower Research Capital (TRC)
New York
$45K +$16K +883 +56%
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
$43K -$14.9K -823 -26%
FWM
123
Focused Wealth Management
New York
$42K +$272 +15 +0.7%
CFN
124
Cordasco Financial Network
Florida
$41K +$40.4K +2,223 New
US Bancorp
125
US Bancorp
Minnesota
$31K