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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
126
WhitTier Trust Company
Nevada
$122K +$15.3K +649 +14%
SSB
127
Sandy Spring Bank
Maryland
$113K – – –
WIA
128
Westbourne Investment Advisors
Maryland
$113K +$118K +5,000 New
First Manhattan
129
First Manhattan
New York
$105K – – –
BAM
130
Belpointe Asset Management
Nevada
$101K +$105K +4,481 New
WEC
131
Winslow Evans & Crocker
Massachusetts
$88K +$8.23K +350 +10%
HCM
132
Highlander Capital Management
New Jersey
$86K -$7.05K -300 -7%
NEI
133
Northwest & Ethical Investments
Ontario, Canada
$69.9K +$72.9K +3,100 New
AAP
134
Arax Advisory Partners
Colorado
$69K +$72K +3,061 New
AIM
135
Anchor Investment Management
South Carolina
$61.3K +$71 +3 +0.1%
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$61K – – –
FHA
137
Flagship Harbor Advisors
Massachusetts
$57K +$71 +3 +0.1%
ASN
138
Advisory Services Network
Georgia
$52K +$1.88K +80 +4%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$45K -$55.5K -2,361 -54%
QAM
140
QCI Asset Management
New York
$45K – – –
VRM
141
Vectors Research Management
New York
$41K +$44.1K +1,875 New
US Bancorp
142
US Bancorp
Minnesota
$38K – – –
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
WA
144
WealthTrust-Arizona
Arizona
$36K – – –
CG
145
Cutler Group
California
$35K +$30.6K +1,300 +469%
APP
146
Avantax Planning Partners
Iowa
$31K +$31.9K +1,356 New
FANJ
147
Financial Architects (New Jersey)
New Jersey
$26K – – –
CFGS
148
Concourse Financial Group Securities
Alabama
$25K +$26.4K +1,123 New
RFC
149
Regions Financial Corp
Alabama
$23K – – –
TFS
150
TrustCore Financial Services
Tennessee
$23K +$23.5K +1,000 New