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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
Penserra Capital Management
California
$110K -$14.6K -685 -13%
HCM
127
Highlander Capital Management
New Jersey
$97K +$27.7K +1,300 +46%
SSB
128
Sandy Spring Bank
Maryland
$89K – – –
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62K – – –
AIM
130
Anchor Investment Management
South Carolina
$60.2K +$54.4K +2,550 New
IA
131
IFP Advisors
Florida
$52K +$832 +39 +2%
ASN
132
Advisory Services Network
Georgia
$50K +$533 +25 +1%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$50K +$45.2K +2,120 New
IWM
134
IHT Wealth Management
Illinois
$49K – – –
SAC
135
Smith Affiliated Capital
New York
$47.2K – – –
BL
136
Balentine LLC
Georgia
$47K +$42.7K +2,000 New
WTC
137
WhitTier Trust Company
Nevada
$40K +$1.64K +77 +5%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
FANJ
139
Financial Architects (New Jersey)
New Jersey
$35K +$32K +1,500 +16,667%
QAM
140
QCI Asset Management
New York
$35K +$32K +1,500 New
TSW
141
Thompson Siegel & Walmsley
Virginia
$33K +$21.3K +1,000 +250%
YWP
142
YorkBridge Wealth Partners
New York
$28K – – –
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
EWM
144
Endurance Wealth Management
Rhode Island
$24K +$21.3K +1,000 New
SIC
145
Salem Investment Counselors
North Carolina
$24K +$21.3K +1,000 New
MCM
146
MV Capital Management
Maryland
$17K – – –
WA
147
WealthTrust-Arizona
Arizona
$17K +$14.9K +700 New
PWM
148
Perigon Wealth Management
California
$12K -$1.75M -82,233 -99%
PG
149
Patten Group
Tennessee
$11K +$9.6K +450 New
AIM
150
Advantage Investment Management
Iowa
$7K – – –