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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
126
Regent Investment Management
Kentucky
$263K -$2.63K -93 -1%
NA
127
Navellier & Associates
Nevada
$257K +$226K +8,000 New
PH
128
Pinnacle Holdings
Oklahoma
$250K – – –
KA
129
Kovack Advisors
Florida
$248K -$45.8K -1,621 -17%
FCM
130
FJ Capital Management
Virginia
$234K -$56.5K -2,000 -22%
SW
131
SVB Wealth
Massachusetts
$231K +$203K +7,189 New
FG
132
Fiduciary Group
Georgia
$225K +$198K +7,000 New
LCS
133
Levin Capital Strategies
New York
$225K +$198K +7,000 New
GCP
134
GSA Capital Partners
United Kingdom
$224K +$197K +6,969 New
FAAS
135
First Allied Advisory Services
California
$219K +$192K +6,802 New
BOTW
136
Bank of the West
California
$213K +$188K +6,636 New
MMA
137
Miracle Mile Advisors
California
$213K +$188K +6,650 New
MC
138
Moors & Cabot
Massachusetts
$210K +$185K +6,528 New
WCA
139
Westover Capital Advisors
Delaware
$209K +$184K +6,500 New
WEC
140
Winslow Evans & Crocker
Massachusetts
$168K +$44.5K +1,574 +44%
UFF
141
USA Financial Formulas
Michigan
$168K +$148K +5,240 New
WT
142
Whittier Trust
California
$160K – – –
HIA
143
Harbor Investment Advisory
Maryland
$160K +$141K +5,000 New
CAM
144
Cacti Asset Management
Georgia
$156K – – –
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K +$130K +4,585 +4,585%
SM
146
SG3 Management
Puerto Rico
$87K -$630K -22,300 -89%
SSB
147
Sandy Spring Bank
Maryland
$85K -$28.3K -1,000 -27%
BL
148
Balentine LLC
Georgia
$77K +$67.8K +2,400 New
AIM
149
Anchor Investment Management
South Carolina
$75.3K +$113 +4 +0.2%
HCM
150
Highlander Capital Management
New Jersey
$74K – – –