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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
601
Forvis Mazars Wealth Advisors
Missouri
$576K
BFA
602
Bragg Financial Advisors
North Carolina
$574K +$34.5K +850 +7%
AC
603
Avestar Capital
New York
$572K +$18.4K +454 +3%
KPWS
604
Kestra Private Wealth Services
Texas
$571K +$153K +3,775 +37%
VVP
605
Venture Visionary Partners
Ohio
$571K -$26K -641 -4%
RPC
606
Rossmore Private Capital
Connecticut
$568K -$336K -8,286 -38%
KWM
607
Kingsview Wealth Management
Oregon
$568K -$22.3K -550 -4%
Federated Hermes
608
Federated Hermes
Pennsylvania
$566K -$1.63M -40,293 -75%
ASN
609
Advisory Services Network
Georgia
$565K -$97.6K -2,406 -15%
CT
610
Cambridge Trust
Massachusetts
$560K -$4.5K -111 -0.8%
TMAM
611
Tokio Marine Asset Management
Japan
$558K +$43.3K +1,066 +9%
WA
612
Waterford Advisors
New York
$552K +$543K +13,381 New
S
613
SignatureFD
Georgia
$551K -$3.69K -91 -0.7%
NEWAS
614
N.E.W. Advisory Services
Wisconsin
$548K +$539K +13,277 New
PIM
615
Penobscot Investment Management
Massachusetts
$546K
EM
616
Excalibur Management
Massachusetts
$538K +$609 +15 +0.1%
HIC
617
Holderness Investments Company
North Carolina
$536K
MIM
618
Miller Investment Management
Pennsylvania
$536K -$183K -4,510 -26%
FC
619
Forte Capital
New York
$536K +$2.07K +51 +0.4%
WAM
620
Werlinich Asset Management
Connecticut
$533K
MIC
621
Means Investment Company
Maine
$528K -$1.14K -28 -0.2%
AOI
622
Auto-Owners Insurance
Michigan
$527K +$519K +12,787 New
BFA
623
Benedict Financial Advisors
Georgia
$526K -$35.6K -877 -6%
SB
624
Simmons Bank
Arkansas
$526K -$39.4K -970 -7%
CC
625
Chicago Capital
Illinois
$525K -$51.3K -1,265 -9%