We are live on ! Find out more
CARR icon

Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
826
Foundations Investment Advisors
Arizona
$321K +$56.6K +1,286 +25%
BSW
827
Buckingham Strategic Wealth
Missouri
$320K +$31.2K +708 +12%
PCP
828
Proficio Capital Partners
Massachusetts
$319K -$43.3K -985 -13%
BB
829
Berkshire Bank
Massachusetts
$319K -$49.9K -1,133 -15%
MMPW
830
Mitchell McLeod Pugh & Williams
Alabama
$318K – – –
WWM
831
Western Wealth Management
Colorado
$318K -$2.38K -54 -0.8%
JMFC
832
J.M. Forbes & Co
Massachusetts
$317K -$220 -5 -0.1%
IFAM
833
Institutional & Family Asset Management
Colorado
$316K – – –
VIA
834
Vident Investment Advisory
Georgia
$316K -$809K -18,389 -74%
AF
835
Allworth Financial
California
$315K -$18K -410 -6%
BWP
836
BSW Wealth Partners
Colorado
$315K -$3.56K -81 -1%
TIA
837
Tiemann Investment Advisors
California
$315K -$1.67K -38 -0.6%
Members Trust
838
Members Trust
Florida
$315K +$279K +6,332 New
USCWA
839
U.S. Capital Wealth Advisors
Texas
$314K +$278K +6,317 New
CHAM
840
Clear Harbor Asset Management
Connecticut
$313K +$48.4K +1,100 +21%
SWM
841
Spire Wealth Management
Virginia
$313K -$94.1K -2,138 -25%
LCM
842
LCM Capital Management
Illinois
$311K -$880 -20 -0.3%
SWA
843
Stratos Wealth Advisors
Ohio
$311K +$46.3K +1,053 +20%
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$310K +$8.8K +200 +3%
MWM
845
Meridian Wealth Management
Kentucky
$309K – – –
JAG
846
Journey Advisory Group
Kentucky
$308K -$51.9K -1,180 -16%
GSIAS
847
Garden State Investment Advisory Services
New Jersey
$307K +$2.07K +47 +0.8%
CFAM
848
Center For Asset Management
Florida
$305K – – –
FHA
849
Flagship Harbor Advisors
Massachusetts
$304K -$123K -2,786 -31%
9WM
850
9258 Wealth Management
Ohio
$304K +$20K +454 +8%