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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
Everett Harris & Co
651
Everett Harris & Co
California
$729K +$145K +2,583 +26%
IP
652
Intellectus Partners
California
$728K +$704K +12,528 New
WAM
653
Werlinich Asset Management
Connecticut
$727K – – –
CT
654
Cambridge Trust
Massachusetts
$725K -$28.7K -511 -4%
CWP
655
Core Wealth Partners
California
$725K +$225 +4 +0%
Sequoia Financial Advisors
656
Sequoia Financial Advisors
Ohio
$724K -$270K -4,802 -28%
MM
657
Meridian Management
Arkansas
$718K +$4.44K +79 +0.6%
Quadrant Capital Group
658
Quadrant Capital Group
Ohio
$716K -$3.88K -69 -0.6%
Ingalls & Snyder LLC
659
Ingalls & Snyder LLC
New York
$713K -$1.27M -22,587 -65%
WB
660
Webster Bank
Connecticut
$713K -$8.43K -150 -1%
GM
661
GeoWealth Management
Illinois
$711K +$5.06K +90 +0.7%
GA
662
Geller Advisors
New York
$702K +$7.7K +137 +1%
Wilbanks Smith & Thomas Asset Management
663
Wilbanks Smith & Thomas Asset Management
Virginia
$697K -$6.69K -119 -1%
Wilmington Savings Fund Society
664
Wilmington Savings Fund Society
Delaware
$696K +$673K +11,981 New
Jump Financial
665
Jump Financial
Illinois
$695K +$436K +7,763 +185%
CAM
666
Columbia Asset Management
Michigan
$690K – – –
PWW
667
Pettyjohn Wood & White
Virginia
$689K +$124K +2,205 +23%
SIA
668
Soltis Investment Advisors
Utah
$687K -$2.47K -44 -0.4%
Valeo Financial Advisors
669
Valeo Financial Advisors
Indiana
$685K -$19K -338 -3%
Vise Technologies
670
Vise Technologies
New York
$682K +$14.8K +264 +2%
BOH
671
Bank of Hawaii
Hawaii
$681K +$9.95K +177 +2%
LC
672
Lindbrook Capital
California
$673K +$15.2K +271 +2%
Freestone Capital Holdings
673
Freestone Capital Holdings
Washington
$672K +$281 +5 +0%
TCW Group
674
TCW Group
California
$671K -$107K -1,902 -14%
MWM
675
Massachusetts Wealth Management
Massachusetts
$668K +$181K +3,225 +39%