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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
651
True North Advisors
Texas
$537K -$205K -4,667 -30%
CSPIA
652
Cary Street Partners Investment Advisory
Virginia
$537K -$11.6K -264 -2%
RWA
653
River Wealth Advisors
Pennsylvania
$537K -$17.6K -399 -4%
CG
654
CFO4Life Group
Texas
$536K -$32.3K -733 -6%
MC
655
Maverick Capital
Texas
$535K +$474K +10,767 New
QCG
656
Quadrant Capital Group
Ohio
$534K -$45.7K -1,039 -9%
JCM
657
Jacobi Capital Management
Pennsylvania
$534K +$19.6K +446 +4%
GC
658
Grimes & Company
Massachusetts
$531K +$1.89K +43 +0.4%
IAA
659
Independent Advisor Alliance
North Carolina
$531K +$13.2K +299 +3%
Lido Advisors
660
Lido Advisors
California
$530K +$469K +10,655 New
TWC
661
TD Waterhouse Canada
Ontario, Canada
$524K -$15.6K -355 -3%
BC
662
Brookfield Corp
Ontario, Canada
$520K -$8M -181,704 -95%
BSA
663
Bull Street Advisors
Georgia
$514K -$1.54K -35 -0.3%
TTWM
664
TCV Trust & Wealth Management
Virginia
$509K -$30.6K -695 -6%
CAM
665
Carret Asset Management
New York
$501K – – –
IAIM
666
International Assets Investment Management
Florida
$501K -$9.59K -218 -0.7%
MG
667
Mather Group
Illinois
$500K +$39.3K +894 +10%
BWAM
668
Boyd Watterson Asset Management
Ohio
$498K +$308 +7 +0.1%
VFA
669
Valeo Financial Advisors
Indiana
$497K -$97.6K -2,218 -18%
CG
670
Carmignac Gestion
France
$497K +$220K +5,000 +100%
CIC
671
Canal Insurance Company
South Carolina
$497K – – –
CI
672
Cigna Investments
Connecticut
$497K – – –
GFA
673
Gifford Fong Associates
California
$497K – – –
SFA
674
Sequoia Financial Advisors
Ohio
$497K +$10.2K +231 +2%
QCM
675
Quantinno Capital Management
New York
$496K +$117K +2,655 +36%