We are live on ! Find out more
CARR icon

Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
926
Orion Portfolio Solutions
Nebraska
$238K +$218K +4,888 New
PMAS
927
PNC Managed Account Solutions
Texas
$238K +$219K +4,891 New
DOA
928
D'Orazio & Associates
Virginia
$237K – – –
SA
929
Strategic Advisors
New York
$236K +$492 +11 +0.2%
PFPT
930
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$189K +4,224 +676%
PCA
931
Peddock Capital Advisors
Massachusetts
$236K +$191K +4,280 New
PWA
932
Pinnacle Wealth Advisors
Tennessee
$236K +$217K +4,849 New
BAM
933
Barrett Asset Management
New York
$235K -$11K -247 -5%
ST
934
Spinnaker Trust
Maine
$235K – – –
BCM
935
Becker Capital Management
Oregon
$234K -$23.7K -530 -10%
LCM
936
Logan Capital Management
Pennsylvania
$233K – – –
NGA
937
Naples Global Advisors
Florida
$231K – – –
GLA
938
Great Lakes Advisors
Illinois
$230K -$760 -17 -0.4%
NDSI
939
Newman Dignan & Sheerar Inc
Rhode Island
$230K +$212K +4,740 New
CT
940
Chicago Trust
Illinois
$229K +$211K +4,712 New
LA
941
LVW Advisors
New York
$228K -$69.5K -1,556 -25%
SWMP
942
Signature Wealth Management Partners
New Jersey
$228K -$27.9K -625 -12%
BA
943
Bridgewater Advisors
New York
$227K +$209K +4,672 New
CI
944
CX Institutional
Indiana
$226K +$20.7K +463 +11%
MWM
945
Minot Wealth Management
Massachusetts
$225K +$204K +4,575 New
SSWM
946
Sheets Smith Wealth Management
North Carolina
$224K -$13.9K -312 -6%
CG
947
CFO4Life Group
Texas
$223K +$205K +4,579 New
LSAG
948
Lake Street Advisors Group
New Hampshire
$222K +$177K +3,970 New
FIM
949
Fernwood Investment Management
Massachusetts
$221K -$22.3K -499 -10%
FCMC
950
Founders Capital Management (Connecticut)
Connecticut
$221K -$13.8K -308 -6%
36 37
38
39 40