We are live on ! Find out more
CARR icon

Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$172K -$37.8K -846 -19%
TPCW
1002
TD Private Client Wealth
New York
$167K +$5.23K +117 +4%
AF
1003
Allworth Financial
California
$162K +$3.49K +78 +2%
DMBA
1004
Deseret Mutual Benefit Administrators
Utah
$158K +$145K +3,242 New
LWM
1005
Liberty Wealth Management
California
$155K +$74.5K +1,667 +109%
CWC
1006
Carolinas Wealth Consulting
North Carolina
$145K -$32.6K -729 -20%
WA
1007
WestEnd Advisors
North Carolina
$145K – – –
FHA
1008
First Horizon Advisors
Tennessee
$145K +$105K +2,358 +366%
SIM
1009
Sonora Investment Management
Arizona
$144K – – –
FCA
1010
FinTrust Capital Advisors
South Carolina
$142K -$4.87K -109 -4%
DSC
1011
Duncker Streett & Co
Missouri
$141K +$6.48K +145 +5%
SNT
1012
Security National Trust
West Virginia
$139K -$20.3K -455 -14%
AWM
1013
AllSquare Wealth Management
New York
$138K – – –
PCM
1014
Penserra Capital Management
California
$138K +$29.1K +651 +30%
RIM
1015
Rockbridge Investment Management
New York
$136K +$28.2K +632 +29%
LC
1016
Lindbrook Capital
California
$135K -$44.7K -1,000 -27%
ICM
1017
Islay Capital Management
Texas
$133K +$123K +2,746 New
AWM
1018
Accel Wealth Management
Iowa
$131K +$89 +2 +0.1%
IWMA
1019
Ironwood Wealth Management (Arizona)
Arizona
$128K – – –
CFFP
1020
Center for Financial Planning
Michigan
$127K – – –
SLF
1021
Sun Life Financial
Ontario, Canada
$124K -$25.1K -561 -18%
OC
1022
Oakworth Capital
Alabama
$124K -$4.29K -96 -4%
SC
1023
Steph & Co
Wisconsin
$123K – – –
NL
1024
NVWM LLC
Pennsylvania
$120K -$2.59K -58 -2%
CPFP
1025
Clear Perspectives Financial Planning
Ohio
$119K – – –
39 40
41
42 43