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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
DT
626
Diversified Trust
Tennessee
$877K +$193K +3,137 +29%
SW
627
SVB Wealth
Massachusetts
$867K -$88.6K -1,443 -10%
FRA
628
Frank Rimerman Advisors
California
$864K +$840K +13,677 +54,708%
PP
629
Prudential plc
United Kingdom
$864K
RPC
630
Rossmore Private Capital
Connecticut
$860K -$9.21K -150 -1%
HWM
631
Hohimer Wealth Management
Washington
$859K -$5.83K -95 -0.7%
1WM
632
1858 Wealth Management
Ohio
$854K -$13.1K -213 -2%
PA
633
Profund Advisors
Maryland
$854K -$9.09K -148 -1%
IGGA
634
Iron Gate Global Advisors
Utah
$854K -$1.23K -20 -0.1%
BOH
635
Bank of Hawaii
Hawaii
$850K +$108K +1,767 +15%
VBCG
636
Valley Brook Capital Group
Pennsylvania
$850K +$3.07K +50 +0.4%
WA
637
Waterford Advisors
New York
$844K
AAB
638
ABN AMRO Bank
Netherlands
$842K +$37.5K +610 +5%
MIC
639
Maxi Investments CY
Cyprus
$840K
SFA
640
Sequoia Financial Advisors
Ohio
$826K +$39.9K +650 +5%
MFIM
641
Mesirow Financial Investment Management
Illinois
$826K -$49.1K -799 -6%
NEWAS
642
N.E.W. Advisory Services
Wisconsin
$825K +$6.45K +105 +0.8%
BFA
643
Benedict Financial Advisors
Georgia
$822K +$3.75K +61 +0.5%
GFS
644
GYL Financial Synergies
Connecticut
$820K +$246 +4 +0%
HA
645
Harbor Advisors
Florida
$820K
UB
646
UMB Bank
Missouri
$817K +$7.31K +119 +0.9%
D.E. Shaw & Co
647
D.E. Shaw & Co
New York
$815K -$17.7M -288,808 -96%
CC
648
Chicago Capital
Illinois
$814K
SF
649
Symphony Financial
Texas
$810K +$796K +12,969 New
Two Sigma Advisers
650
Two Sigma Advisers
New York
$807K -$4.62M -75,200 -85%