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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
126
First Manhattan
New York
$99K
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$93K +$65 +3 +0.1%
HCM
128
Highlander Capital Management
New Jersey
$87K
WEC
129
Winslow Evans & Crocker
Massachusetts
$76K +$62.4K +2,900 +483%
AIM
130
Anchor Investment Management
South Carolina
$57.9K +$86 +4 +0.1%
WAM
131
Wealthspire Advisors (Maryland)
Maryland
$57K
ASN
132
Advisory Services Network
Georgia
$52K +$344 +16 +0.7%
FHA
133
Flagship Harbor Advisors
Massachusetts
$52K +$53.1K +2,469 New
QAM
134
QCI Asset Management
New York
$43K +$10.8K +500 +33%
US Bancorp
135
US Bancorp
Minnesota
$36K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$34K
WA
137
WealthTrust-Arizona
Arizona
$34K
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$30K
FANJ
139
Financial Architects (New Jersey)
New Jersey
$24K
RFC
140
Regions Financial Corp
Alabama
$21K -$21.5K -1,000 -50%
WT
141
Washington Trust
Rhode Island
$21K +$21.5K +1,000 New
RE
142
RBC Europe
United Kingdom
$18.7K +$18.9K +879 New
PCM
143
Poehling Capital Management
Wisconsin
$16K
BFEC
144
Benjamin F. Edwards & Company
Missouri
$15K
MCM
145
MV Capital Management
Maryland
$15K
JG
146
Jefferies Group
New York
$13K -$784K -36,418 -98%
PA
147
Parallel Advisors
California
$12K +$12.4K +574 +1,852%
OIA
148
Optimum Investment Advisors
Illinois
$11K
S
149
SignatureFD
Georgia
$11K +$10.8K +500 New
PG
150
Patten Group
Tennessee
$10K