HoldingsChannel.com
On this page, we present all of the funds holding CARY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CARY, with a link to that fund's top holdings. The next columns indicate the amount of CARY stock held by each of the funds holding CARY, followed by the CARY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 23 funds holding CARY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Advocacy Wealth Management Services LLC. For more details on the positions held by Advocacy Wealth Management Services LLC (or by any of the other funds holding CARY), click the fund name in the "Holder" column of the funds-holding-CARY table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Advocacy Wealth Management Services LLC | 1,871,709 | $38,445 | 03/31/2024 |
| CARY | 1,871,709 | $38,445 | 03/31/2024 |
| Arkadios Wealth Advisors | 1,537,038 | $31,571 | 03/31/2024 |
| CARY | 1,537,038 | $31,571 | 03/31/2024 |
| Congress Wealth Management LLC DE | 753,129 | $15,469 | 03/31/2024 |
| CARY | 753,129 | $15,469 | 03/31/2024 |
| Channel Wealth LLC | 688,997 | $14,152 | 03/31/2024 |
| CARY | 688,997 | $14,152 | 03/31/2024 |
| MBL Wealth LLC | 408,413 | $8,389 | 03/31/2024 |
| CARY | 408,413 | $8,389 | 03/31/2024 |
| Crescent Grove Advisors LLC | 397,537 | $8,208 | 03/31/2024 |
| CARY | 397,537 | $8,208 | 03/31/2024 |
| Axxcess Wealth Management LLC | 379,163 | $7,758 | 12/31/2023 |
| CARY | 379,163 | $7,758 | 12/31/2023 |
| Stifel Financial Corp | 349,686 | $7,155 | 12/31/2023 |
| CARY | 349,686 | $7,155 | 12/31/2023 |
| Camarda Financial Advisors LLC | 91,011 | $1,862 | 12/31/2023 |
| CARY | 91,011 | $1,862 | 12/31/2023 |
| Jane Street Group LLC | 39,378 | $806 | 12/31/2023 |
| CARY | 39,378 | $806 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 36,372 | $744 | 12/31/2023 |
| CARY | 36,372 | $744 | 12/31/2023 |
| Raymond James & Associates | 33,450 | $687 | 03/31/2024 |
| CARY | 33,450 | $687 | 03/31/2024 |
| Baird Financial Group Inc. | 32,197 | $659 | 12/31/2023 |
| CARY | 32,197 | $659 | 12/31/2023 |
| Concurrent Investment Advisors LLC | 19,761 | $404 | 12/31/2023 |
| CARY | 19,761 | $404 | 12/31/2023 |
| Tortoise Investment Management LLC | 14,098 | $289 | 12/31/2023 |
| CARY | 14,098 | $289 | 12/31/2023 |
| Hartline Investment Corp | 13,982 | $287 | 03/31/2024 |
| CARY | 13,982 | $287 | 03/31/2024 |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,982 | $287 | 03/31/2024 |
| CARY | 13,982 | $287 | 03/31/2024 |
| Bridge Advisory LLC | 13,469 | $277 | 03/31/2024 |
| CARY | 13,469 | $277 | 03/31/2024 |
| Transamerica Financial Advisors Inc. | 13,200 | $271 | 12/31/2023 |
| CARY | 13,200 | $271 | 12/31/2023 |
| Benjamin Edwards Inc. | 13,159 | $270 | 03/31/2024 |
| CARY | 13,159 | $270 | 03/31/2024 |
| UBS Group AG | 4,606 | $94 | 12/31/2023 |
| CARY | 4,606 | $94 | 12/31/2023 |
| CWM LLC | 30 | $1 | 03/31/2024 |
| CARY | 30 | $1 | 03/31/2024 |
| Advisor Group Holdings Inc. | 50 | $1 | 12/31/2023 |
| CARY | 50 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| CARY | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of CARY
See Details: Top 10 Hedge Funds Holding CARY
Also See: CARY Holdings Changes
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