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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$298K
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$263K -$9.94K -483 -4%
BWM
103
BigSur Wealth Management
Florida
$231K +$204K +9,913 New
BB
104
Bell Bank
North Dakota
$226K +$206K +10,000 New
SB
105
Suntrust Banks
Georgia
$207K +$3.17K +154 +1%
EPA
106
Element Pointe Advisors
Florida
$207K +$189K +9,173 New
PH
107
Pinnacle Holdings
Oklahoma
$176K
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$163K +$7.1K +345 +5%
AF
109
Advisornet Financial
Minnesota
$149K
CFGS
110
Concourse Financial Group Securities
Alabama
$136K +$43.6K +2,117 +54%
WT
111
Whittier Trust
California
$113K
CAM
112
Cacti Asset Management
Georgia
$111K
HCM
113
Highlander Capital Management
New Jersey
$103K -$3.09K -150 -3%
First Manhattan
114
First Manhattan
New York
$91K
SF
115
Synovus Financial
Georgia
$81K -$57.4K -2,789 -44%
AAP
116
Arax Advisory Partners
Colorado
$69K +$63K +3,061 New
WEC
117
Winslow Evans & Crocker
Massachusetts
$68K -$4.12K -200 -6%
AIM
118
Anchor Investment Management
South Carolina
$61.9K +$62 +3 +0.1%
AG
119
Advisor Group
Arizona
$59K -$218K -10,577 -80%
BWA
120
BDO Wealth Advisors
Florida
$58K +$52.3K +2,544 New
FWM
121
Focused Wealth Management
New York
$52K +$103 +5 +0.2%
CFN
122
Cordasco Financial Network
Florida
$51K +$432 +21 +0.9%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$46K
AP
124
Arlington Partners
Alabama
$41K +$37.7K +1,830 New
US Bancorp
125
US Bancorp
Minnesota
$38K