We are live on ! Find out more
CARR icon

Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
826
Duff & Phelps Investment Management
Illinois
$321K -$120K -2,690 -29%
RWG
827
Regal Wealth Group
California
$321K +$492 +11 +0.2%
DBIA
828
Dumont & Blake Investment Advisors
New Jersey
$320K – – –
MIC
829
Meridian Investment Counsel
California
$320K – – –
LCM
830
LCM Capital Management
Illinois
$316K -$4.47K -100 -2%
CGL
831
Clarius Group LLC
Washington
$316K +$4.6K +103 +2%
GJIC
832
Gamble Jones Investment Counsel
California
$315K -$290K -6,500 -50%
QCG
833
Quadrant Capital Group
Ohio
$315K +$16.6K +371 +6%
FCH
834
Freestone Capital Holdings
Washington
$313K +$9.52K +213 +3%
MMG
835
Monetary Management Group
Missouri
$312K -$8.94K -200 -3%
IFAM
836
Institutional & Family Asset Management
Colorado
$311K -$10.1K -226 -3%
HW
837
Hancock Whitney
Mississippi
$310K -$1.21K -27 -0.4%
B
838
Bailard
California
$309K -$148K -3,301 -34%
KLCM
839
KG&L Capital Management
Louisiana
$309K -$45 -1 -0%
WAP
840
Wealthcare Advisory Partners
Pennsylvania
$308K +$123K +2,754 +77%
FL
841
Fort LP
Maryland
$308K +$283K +6,334 New
FFWA
842
FRG Family Wealth Advisors
Washington
$307K -$52.7K -1,180 -16%
MMPW
843
Mitchell McLeod Pugh & Williams
Alabama
$307K – – –
CA
844
Cambridge Advisors
Nebraska
$306K -$4.47K -100 -2%
MPI
845
Mairs & Power Inc
Minnesota
$304K -$40.2K -900 -13%
NFG
846
Next Financial Group
Texas
$302K +$313 +7 +0.1%
ESB
847
Essex Savings Bank
Connecticut
$301K -$30.7K -688 -10%
9WM
848
9258 Wealth Management
Ohio
$300K -$31.6K -707 -10%
TA
849
Tiedemann Advisors
New York
$299K -$4.38K -98 -2%
RIL
850
Rothschild Investment LLC
Illinois
$299K – – –
32 33
34
35 36