We are live on ! Find out more
CARR icon

Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Aries Wealth Management
Maine
$212K +$219K +3,985 New
TCM
1027
Teza Capital Management
Illinois
$211K +$211K +3,830 New
PBC
1028
Pavion Blue Capital
California
$211K – – –
AWM
1029
Angeles Wealth Management
California
$211K +$210K +3,815 New
DOA
1030
D'Orazio & Associates
Virginia
$211K +$210K +3,814 New
CCMW
1031
Cypress Capital Management (Wyoming)
Wyoming
$210K – – –
NAMP
1032
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$210K +$210K +3,807 New
NFC
1033
Northeast Financial Consultants
Connecticut
$210K +$209K +3,801 New
SSWM
1034
Sheets Smith Wealth Management
North Carolina
$209K +$209K +3,792 New
PWM
1035
PBMares Wealth Management
Virginia
$209K +$208K +3,787 New
TAM
1036
Todd Asset Management
Kentucky
$209K +$208K +3,785 New
BBI
1037
Baxter Bros Inc
Connecticut
$209K +$208K +3,778 New
TCA
1038
Transcend Capital Advisors
New Jersey
$207K +$207K +3,754 New
MCM
1039
Marathon Capital Management
Maryland
$207K +$207K +3,753 New
GBT
1040
Grove Bank & Trust
Florida
$207K -$1.21K -22 -0.6%
IIC
1041
Ironwood Investment Counsel
Arizona
$207K +$206K +3,744 New
CAM
1042
CPA Asset Management
Florida
$206K +$206K +3,740 New
TFM
1043
TFC Financial Management
Massachusetts
$206K -$31.9K -580 -13%
WFAG
1044
Worth Financial Advisory Group
North Carolina
$205K +$205K +3,719 New
PP
1045
PDS Planning
Ohio
$205K +$204K +3,712 New
FAFN
1046
First Affirmative Financial Network
Colorado
$205K +$204K +3,708 New
MWP
1047
Madison Wealth Partners
Wisconsin
$205K +$204K +3,707 New
PPW
1048
Parcion Private Wealth
Washington
$204K +$204K +3,700 New
CAAS
1049
Capital Asset Advisory Services
Michigan
$204K +$200K +3,642 New
BOPW
1050
Brandywine Oak Private Wealth
Pennsylvania
$203K +$202K +3,674 New
40 41
42
43 44