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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
601
Iron Gate Global Advisors
Utah
$580K -$11.1K -307 -2%
CCP
602
Corient Capital Partners
California
$579K +$25.9K +716 +5%
Donaldson Capital Management
603
Donaldson Capital Management
Indiana
$576K +$1.88K +52 +0.3%
BST
604
Bath Savings Trust
Maine
$572K +$164K +4,535 +43%
VF
605
Virtu Financial
New York
$572K +$549K +15,153 New
Level Four Advisory Services
606
Level Four Advisory Services
Texas
$568K +$63.7K +1,760 +13%
NIM
607
Northeast Investment Management
Massachusetts
$552K -$44.6K -1,232 -8%
BFA
608
Brendel Financial Advisors
New Hampshire
$550K -$541K -14,945 -51%
AMIM
609
Aull & Monroe Investment Management
Alabama
$548K -$23.6K -652 -4%
TNA
610
True North Advisors
Texas
$547K -$71.6K -1,978 -12%
VBCG
611
Valley Brook Capital Group
Pennsylvania
$547K +$525K +14,510 New
Chicago Capital
612
Chicago Capital
Illinois
$544K -$7.64K -211 -1%
AAM
613
AR Asset Management
California
$543K – – –
SAM
614
Selway Asset Management
$542K +$10.9K +300 +2%
Vestmark Advisory Solutions
615
Vestmark Advisory Solutions
Massachusetts
$542K +$41.7K +1,151 +9%
JAG
616
Journey Advisory Group
Kentucky
$538K +$516K +14,260 New
BHWM
617
Bar Harbor Wealth Management
New Hampshire
$537K – – –
GIM
618
Groesbeck Investment Management
New Jersey
$537K +$515K +14,236 New
TTWM
619
TCV Trust & Wealth Management
Virginia
$536K -$9.77K -270 -2%
CNAM
620
Campbell Newman Asset Management
Wisconsin
$534K -$135K -3,734 -21%
Everett Harris & Co
621
Everett Harris & Co
California
$533K -$23.1K -637 -4%
TW
622
Transform Wealth
Colorado
$531K -$198K -5,483 -28%
Maryland State Retirement & Pension System
623
Maryland State Retirement & Pension System
Maryland
$531K +$507K +14,000 New
SNBOSCI
624
Security National Bank of Sioux City Iowa
Iowa
$530K -$12.3K -340 -2%
Diversified Trust
625
Diversified Trust
Tennessee
$525K -$70.6K -1,951 -12%