We are live on ! Find out more
CARR icon

Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$500K -$32K -582 -6%
CCB
702
Country Club Bank
Missouri
$498K -$12.9K -235 -3%
BMO
703
Beck Mack & Oliver
New York
$498K – – –
AWM
704
Axxcess Wealth Management
California
$498K +$199K +3,618 +67%
EWA
705
Exencial Wealth Advisors
Oklahoma
$494K -$18.2K -331 -4%
GS
706
GTS Securities
Florida
$493K +$492K +8,935 New
NIM
707
NEOS Investment Management
Connecticut
$493K +$492K +8,935 New
1SB
708
1ST Source Bank
Indiana
$492K -$33K -600 -6%
PTC
709
Private Trust Company
Ohio
$492K +$7.26K +132 +2%
BFS
710
Bard Financial Services
Connecticut
$489K – – –
CI
711
Cigna Investments
Connecticut
$489K -$63.5K -1,154 -12%
VSQM
712
V-Square Quantitative Management
Illinois
$488K +$200K +3,634 +70%
TCM
713
Twin Capital Management
Pennsylvania
$485K -$54K -981 -10%
RP
714
Riverwater Partners
Wisconsin
$485K -$26.1K -475 -5%
TPCW
715
TD Private Client Wealth
New York
$484K -$2.86K -52 -0.6%
AO
716
Advisor OS
Illinois
$484K +$15.8K +287 +3%
WANY
717
Wealthspire Advisors (New York)
New York
$483K +$3.69K +67 +0.8%
EHC
718
Everett Harris & Co
California
$478K – – –
CCA
719
Checchi Capital Advisers
California
$477K -$7.76K -141 -2%
KLCM
720
KG&L Capital Management
Louisiana
$477K -$11K -200 -2%
CG
721
Cutler Group
California
$475K +$430K +7,814 +977%
SACTSONJ
722
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$475K – – –
DMC
723
Drexel Morgan & Co
Pennsylvania
$474K – – –
FFM
724
Forum Financial Management
Illinois
$471K +$330 +6 +0.1%
CI
725
CX Institutional
Indiana
$471K +$5.78K +105 +1%
27 28
29
30 31