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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
626
Rossmore Private Capital
Connecticut
$1.1M – – –
VA
627
Vident Advisory
Georgia
$1.09M -$189K -2,719 -17%
1WM
628
1858 Wealth Management
Ohio
$1.09M -$2.23K -32 -0.2%
JCM
629
Jacobi Capital Management
Pennsylvania
$1.09M +$192K +2,757 +26%
EM
630
Excalibur Management
Massachusetts
$1.09M -$33.6K -482 -3%
VBCG
631
Valley Brook Capital Group
Pennsylvania
$1.08M – – –
WA
632
Waterford Advisors
New York
$1.08M – – –
NEWAS
633
N.E.W. Advisory Services
Wisconsin
$1.07M +$15.7K +225 +2%
SBIA
634
Sheaff Brock Investment Advisors
Indiana
$1.07M +$924K +13,265 New
TC
635
TwinBeech Capital
New York
$1.06M +$916K +13,159 New
CC
636
Chicago Capital
Illinois
$1.06M +$17.3K +248 +2%
UB
637
UMB Bank
Missouri
$1.06M +$14.3K +206 +2%
MFIM
638
Mesirow Financial Investment Management
Illinois
$1.06M +$2.65K +38 +0.3%
BFA
639
Bragg Financial Advisors
North Carolina
$1.06M +$28.9K +415 +3%
GFS
640
GYL Financial Synergies
Connecticut
$1.05M +$4.46K +64 +0.5%
HA
641
Harbor Advisors
Florida
$1.05M – – –
BFA
642
Benedict Financial Advisors
Georgia
$1.05M -$2.51K -36 -0.3%
OCM
643
Olstein Capital Management
New York
$1.05M -$2.3M -33,000 -72%
MIC
644
Means Investment Company
Maine
$1.04M +$22.5K +323 +3%
GM
645
GeoWealth Management
Illinois
$1.04M +$15.2K +218 +2%
CWP
646
Curated Wealth Partners
California
$1.03M – – –
AOI
647
Auto-Owners Insurance
Michigan
$1.03M – – –
SIA
648
Soltis Investment Advisors
Utah
$1.02M +$42.8K +615 +5%
SPC
649
Sigma Planning Corp
Michigan
$1.02M +$38.2K +549 +5%
CI
650
CX Institutional
Indiana
$1.02M +$5.36K +77 +0.6%
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