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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
576
Lido Advisors
California
$804K +$215K +3,904 +37%
FM
577
Foster & Motley
Ohio
$802K -$495 -9 -0.1%
EM
578
ELCO Management
New York
$802K -$15.6K -283 -2%
PIM
579
Penobscot Investment Management
Massachusetts
$801K +$114K +2,070 +17%
IIA
580
ICW Investment Advisors
Arizona
$797K +$35.3K +642 +5%
AAM
581
AR Asset Management
California
$795K
SC
582
Scotia Capital
Ontario, Canada
$792K -$53K -964 -6%
CWM
583
Compass Wealth Management
Connecticut
$783K -$35.8K -650 -4%
IIM
584
InTrack Investment Management
Vermont
$779K -$353K -6,419 -31%
BFA
585
Brendel Financial Advisors
New Hampshire
$777K
CWP
586
Curated Wealth Partners
California
$774K -$38.7K -703 -5%
QI
587
Qtron Investments
Massachusetts
$771K -$251K -4,568 -25%
FF
588
Friedenthal Financial
New Jersey
$766K +$764K +13,884 New
UB
589
UMB Bank
Missouri
$765K -$74.3K -1,351 -9%
VBCG
590
Valley Brook Capital Group
Pennsylvania
$761K -$176K -3,200 -19%
RPC
591
Rossmore Private Capital
Connecticut
$760K
IGGA
592
Iron Gate Global Advisors
Utah
$752K
M1FG
593
Mach-1 Financial Group
Arkansas
$748K -$205K -3,723 -22%
GFS
594
GYL Financial Synergies
Connecticut
$747K +$72.3K +1,313 +11%
NEWAS
595
N.E.W. Advisory Services
Wisconsin
$745K +$110 +2 +0%
LNC
596
Lincoln National Corp
Pennsylvania
$743K -$17.2K -312 -2%
FCCM
597
First City Capital Management
Georgia
$740K -$16.5K -300 -2%
WA
598
Waterford Advisors
New York
$739K
KWM
599
Kingsview Wealth Management
Oregon
$737K +$26K +473 +4%
HIC
600
Holderness Investments Company
North Carolina
$728K +$1.82K +33 +0.3%