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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Hollencrest Capital Management
California
$204K +$5.03K +225 +3%
SI
127
Stephens Inc
Arkansas
$202K – – –
V
128
Veritable
Delaware
$201K – – –
NSIM
129
North Star Investment Management
Illinois
$156K – – –
SAS
130
Stelac Advisory Services
New York
$153K +$11.6K +519 +8%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$148K +$14K +627 +11%
GT
132
Glenmede Trust
Pennsylvania
$137K – – –
PG
133
PEAK6 Group
Illinois
$114K +$111K +4,958 New
First Manhattan
134
First Manhattan
New York
$107K -$123K -5,500 -54%
PH
135
Pinnacle Holdings
Oklahoma
$103K +$100K +4,490 New
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$100K +$49.9K +2,235 +105%
HCM
137
Highlander Capital Management
New Jersey
$94K – – –
SSB
138
Sandy Spring Bank
Maryland
$86K – – –
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$66K -$202K -9,022 -76%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$66K +$64.8K +2,900 New
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65K +$5.23K +234 +9%
AIM
142
Anchor Investment Management
South Carolina
$62K +$3.53K +158 +6%
IWM
143
IHT Wealth Management
Illinois
$56K +$5.79K +259 +13%
WTC
144
WhitTier Trust Company
Nevada
$51K +$11.7K +525 +31%
ASN
145
Advisory Services Network
Georgia
$46K -$2.21K -99 -5%
RFC
146
Regions Financial Corp
Alabama
$46K +$44.7K +2,000 New
US Bancorp
147
US Bancorp
Minnesota
$39K -$67K -3,000 -64%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$37K – – –
WA
149
WealthTrust-Arizona
Arizona
$37K +$20.1K +900 +129%
FANJ
150
Financial Architects (New Jersey)
New Jersey
$34K – – –