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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
MIS
551
Morningstar Investment Services
Illinois
$590K +$127K +3,232 +24%
PA
552
Parallel Advisors
California
$582K +$14.3K +364 +2%
IWC
553
Integrated Wealth Concepts
Massachusetts
$578K +$10.2K +260 +2%
WC
554
Westhampton Capital
North Carolina
$578K +$27.1K +690 +4%
QPW
555
Quantum Private Wealth
Florida
$573K -$69K -1,758 -10%
PFM
556
Parsec Financial Management
North Carolina
$571K -$8.83K -225 -1%
ASN
557
Advisory Services Network
Georgia
$567K -$103K -2,632 -14%
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$564K +$103K +2,625 +20%
RWA
559
River Wealth Advisors
Pennsylvania
$563K -$9.54K -243 -2%
GCP
560
GSA Capital Partners
United Kingdom
$563K +$418K +10,644 +207%
CCP
561
Corient Capital Partners
California
$557K -$123K -3,134 -17%
HWM
562
HB Wealth Management
Georgia
$557K +$65.8K +1,677 +12%
GL
563
Graypoint LLC
New York
$556K -$62.3K -1,588 -9%
MA
564
Montag & Associates
Georgia
$555K -$11.8K -300 -2%
JAG
565
Journey Advisory Group
Kentucky
$554K +$19.4K +494 +4%
FM
566
Foster & Motley
Ohio
$551K +$4.12K +105 +0.7%
CWP
567
Curated Wealth Partners
California
$550K -$85.7K -2,183 -12%
VBCG
568
Valley Brook Capital Group
Pennsylvania
$549K -$5.89K -150 -1%
AUB
569
Atlantic Union Bankshares
Virginia
$548K -$30.7K -783 -5%
Acadian Asset Management
570
Acadian Asset Management
Massachusetts
$548K +$603K +15,356 New
CC
571
Courier Capital
New York
$546K -$234K -5,967 -28%
WSFS
572
Wilmington Savings Fund Society
Delaware
$545K -$1.45K -37 -0.2%
SC
573
Scotia Capital
Ontario, Canada
$537K -$227K -5,787 -28%
Walleye Capital
574
Walleye Capital
New York
$530K +$584K +14,876 New
EM
575
ELCO Management
New York
$528K -$26.4K -673 -4%