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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
TW
576
TrinityPoint Wealth
Connecticut
$679K +$6.71K +150 +1%
CWP
577
Curated Wealth Partners
California
$679K -$27.4K -613 -4%
SM
578
Sciencast Management
New Jersey
$678K +$725K +16,195 New
P
579
Pitcairn
Pennsylvania
$669K +$6.13K +137 +0.9%
SignatureFD
580
SignatureFD
Georgia
$662K +$49.9K +1,114 +8%
TWA
581
Trellis Wealth Advisors
California
$661K +$2.06K +46 +0.3%
AAM
582
AR Asset Management
California
$659K – – –
FM
583
Foster & Motley
Ohio
$656K -$12.8K -285 -2%
Lincoln National Corp
584
Lincoln National Corp
Pennsylvania
$655K -$2.15K -48 -0.3%
AC
585
AXQ Capital
New Jersey
$654K +$640K +14,300 New
PFM
586
Parsec Financial Management
North Carolina
$653K -$25.5K -570 -4%
Cubist Systematic Strategies
587
Cubist Systematic Strategies
Connecticut
$651K -$377K -8,418 -37%
CWA
588
CM Wealth Advisors
Ohio
$646K +$711K +15,885 New
BFA
589
Brendel Financial Advisors
New Hampshire
$644K – – –
MFA
590
Mayflower Financial Advisors
Massachusetts
$638K -$48.4K -1,081 -7%
Horizon Investments
591
Horizon Investments
North Carolina
$636K -$44.8K -1,002 -7%
RPC
592
Rossmore Private Capital
Connecticut
$630K – – –
IGGA
593
Iron Gate Global Advisors
Utah
$629K -$1.21K -27 -0.2%
Exchange Traded Concepts
594
Exchange Traded Concepts
Oklahoma
$627K -$116K -2,600 -16%
Kestra Private Wealth Services
595
Kestra Private Wealth Services
Texas
$622K -$11.1K -248 -2%
Bragg Financial Advisors
596
Bragg Financial Advisors
North Carolina
$619K -$16.8K -375 -3%
CT
597
Cambridge Trust
Massachusetts
$617K -$4.03K -90 -0.7%
NEWAS
598
N.E.W. Advisory Services
Wisconsin
$613K +$5.46K +122 +0.9%
WA
599
Waterford Advisors
New York
$612K – – –
FCCM
600
First City Capital Management
Georgia
$606K -$2.01K -45 -0.3%