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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
601
Crestwood Advisors Group
Massachusetts
$935K +$47.1K +795 +5%
RWM
602
Ritholtz Wealth Management
New York
$934K +$188K +3,174 +24%
BT
603
Banque Transatlantique
France
$914K +$68K +1,149 +8%
WETS
604
Wealth Enhancement Trust Services
South Dakota
$908K -$22.1K -374 -2%
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$904K -$63.8K -1,077 -6%
Envestnet Portfolio Solutions
606
Envestnet Portfolio Solutions
Illinois
$904K -$2.13M -36,035 -69%
CRC
607
Curi RMB Capital
Illinois
$904K +$304K +5,136 +47%
CT
608
Chicago Trust
Illinois
$902K +$708K +11,955 +294%
TE
609
Tema ETFs
New York
$899K +$4.56K +77 +0.5%
Kovitz Investment Group Partners
610
Kovitz Investment Group Partners
Illinois
$897K +$770 +13 +0.1%
EB
611
Eastern Bank
Massachusetts
$881K
JSSH
612
J. Safra Sarasin Holding
$879K +$61.3K +1,035 +7%
RBC
613
Romano Brothers & Co
Illinois
$879K -$13.3K -225 -1%
ECM
614
Evergreen Capital Management
Washington
$876K +$130K +2,199 +16%
SWP
615
Stratos Wealth Partners
Ohio
$876K -$64.9K -1,097 -7%
PA
616
Parallel Advisors
California
$865K +$45.2K +763 +5%
TCOT
617
Trust Company of Toledo
Ohio
$853K -$10.5K -177 -1%
KWM
618
Kingsview Wealth Management
Oregon
$850K +$47.1K +795 +6%
EH
619
Equitable Holdings
New York
$843K +$584K +9,859 +180%
MHIC
620
Marble Harbor Investment Counsel
Massachusetts
$841K
PGCM
621
Prescott Group Capital Management
Oklahoma
$837K
WC
622
Westhampton Capital
North Carolina
$834K
KIA
623
Kraematon Investment Advisors
Massachusetts
$830K -$60.3K -1,019 -6%
QWP
624
Quotient Wealth Partners
Texas
$829K +$41.3K +698 +5%
VI
625
Vestcor Inc
New Brunswick, Canada
$829K