We are live on ! Find out more
CARR icon

Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1076
Leibman Financial Services
Nebraska
$302K – – –
CAM
1077
CPA Asset Management
Florida
$301K – – –
PWA
1078
Prairie Wealth Advisors
Nebraska
$300K – – –
AIM
1079
Acropolis Investment Management
Missouri
$300K +$3.48K +50 +1%
QFA
1080
Quantum Financial Advisors
California
$298K +$258K +3,705 New
PPW
1081
Parcion Private Wealth
Washington
$298K -$836 -12 -0.3%
PFBT
1082
Parkside Financial Bank & Trust
Missouri
$298K +$7.73K +111 +3%
BOPW
1083
Brandywine Oak Private Wealth
Pennsylvania
$296K – – –
KCM
1084
Kornitzer Capital Management
Kansas
$295K -$487 -7 -0.2%
TPI
1085
Trust Point Inc
Wisconsin
$294K +$6.54K +94 +3%
TYCC
1086
Texas Yale Capital Corp
Florida
$294K +$5.57K +80 +2%
NAMP
1087
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$292K – – –
AUB
1088
Atlantic Union Bankshares
Virginia
$291K -$9.82K -141 -4%
FAM
1089
Formidable Asset Management
Ohio
$290K -$11.4K -164 -4%
MLL
1090
Moody Lynn & Lieberson
Massachusetts
$290K – – –
MIS
1091
Morningstar Investment Services
Illinois
$289K +$250K +3,589 New
WFI
1092
West Family Investments
California
$285K +$247K +3,544 New
COCM
1093
Charter Oak Capital Management
New Hampshire
$283K +$18.5K +266 +8%
SC
1094
Sepio Capital
Utah
$281K +$243K +3,493 New
CFP
1095
Catalyst Financial Partners
Massachusetts
$281K +$7.03K +101 +3%
KLCM
1096
KG&L Capital Management
Louisiana
$279K – – –
SWMP
1097
Signature Wealth Management Partners
New Jersey
$278K – – –
PWP
1098
Phillips Wealth Planners
Mississippi
$277K +$238K +3,420 New
MFA
1099
Mayflower Financial Advisors
Massachusetts
$277K -$14.6K -209 -6%
BWM
1100
BKM Wealth Management
Wisconsin
$276K +$239K +3,433 New
42 43
44
45 46