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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
WI
601
Wahed Invest
New York
$727K +$65.6K +1,192 +10%
WAM
602
Werlinich Asset Management
Connecticut
$723K +$10.4K +189 +1%
CT
603
Cambridge Trust
Massachusetts
$722K -$6K -109 -0.8%
CC
604
Chicago Capital
Illinois
$722K +$9.24K +168 +1%
BFA
605
Benedict Financial Advisors
Georgia
$714K +$6.05K +110 +0.9%
CLOS
606
Compagnie Lombard Odier SCmA
Switzerland
$712K -$29.2K -530 -4%
HI
607
Horizon Investments
North Carolina
$710K +$43K +781 +6%
EM
608
Excalibur Management
Massachusetts
$708K -$2.2K -40 -0.3%
MIC
609
Means Investment Company
Maine
$707K +$55 +1 +0%
AOI
610
Auto-Owners Insurance
Michigan
$706K
CWP
611
Core Wealth Partners
California
$704K +$426K +7,747 +155%
BFA
612
Bragg Financial Advisors
North Carolina
$682K -$62.3K -1,132 -8%
EAM
613
Eagle Asset Management
Florida
$680K -$1.6K -29 -0.2%
WB
614
Webster Bank
Connecticut
$680K -$881 -16 -0.1%
MM
615
Meridian Management
Arkansas
$671K +$4.07K +74 +0.6%
GA
616
Geller Advisors
New York
$670K +$177K +3,209 +36%
NSIM
617
North Star Investment Management
Illinois
$669K +$439K +7,981 +193%
WSFS
618
Wilmington Savings Fund Society
Delaware
$666K -$132K -2,400 -17%
TWC
619
TD Waterhouse Canada
Ontario, Canada
$664K +$92.5K +1,680 +16%
CAM
620
Columbia Asset Management
Michigan
$663K
FMAEN1
621
Fund Management at Engine No 1
California
$661K +$60.8K +1,104 +10%
WSTAM
622
Wilbanks Smith & Thomas Asset Management
Virginia
$656K -$19.2K -348 -3%
FC
623
Forte Capital
New York
$655K -$34.9K -634 -5%
PCS
624
Personal CFO Solutions
New Jersey
$649K +$2.04K +37 +0.3%
VVP
625
Venture Visionary Partners
Ohio
$647K -$110 -2 -0%