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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
EM
626
Excalibur Management
Massachusetts
$881K +$1.35K +22 +0.2%
DT
627
Diversified Trust
Tennessee
$877K +$193K +3,137 +29%
SW
628
SVB Wealth
Massachusetts
$867K -$88.6K -1,443 -10%
FRA
629
Frank Rimerman Advisors
California
$864K +$840K +13,677 +54,708%
PP
630
Prudential plc
United Kingdom
$864K – – –
RPC
631
Rossmore Private Capital
Connecticut
$860K -$9.21K -150 -1%
HWM
632
Hohimer Wealth Management
Washington
$859K -$5.83K -95 -0.7%
1WM
633
1858 Wealth Management
Ohio
$854K -$13.1K -213 -2%
PA
634
Profund Advisors
Maryland
$854K -$9.09K -148 -1%
IGGA
635
Iron Gate Global Advisors
Utah
$854K -$1.23K -20 -0.1%
BOH
636
Bank of Hawaii
Hawaii
$850K +$108K +1,767 +15%
VBCG
637
Valley Brook Capital Group
Pennsylvania
$850K +$3.07K +50 +0.4%
WA
638
Waterford Advisors
New York
$844K – – –
AAB
639
ABN AMRO Bank
Netherlands
$842K +$37.5K +610 +5%
MIC
640
Maxi Investments CY
Cyprus
$840K – – –
SFA
641
Sequoia Financial Advisors
Ohio
$826K +$39.9K +650 +5%
MFIM
642
Mesirow Financial Investment Management
Illinois
$826K -$49.1K -799 -6%
NEWAS
643
N.E.W. Advisory Services
Wisconsin
$825K +$6.45K +105 +0.8%
BFA
644
Benedict Financial Advisors
Georgia
$822K +$3.75K +61 +0.5%
GFS
645
GYL Financial Synergies
Connecticut
$820K +$246 +4 +0%
HA
646
Harbor Advisors
Florida
$820K – – –
UB
647
UMB Bank
Missouri
$817K +$7.31K +119 +0.9%
D.E. Shaw & Co
648
D.E. Shaw & Co
New York
$815K -$17.7M -288,808 -96%
CC
649
Chicago Capital
Illinois
$814K – – –
SF
650
Symphony Financial
Texas
$810K +$796K +12,969 New