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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
CX Institutional
651
CX Institutional
Indiana
$929K +$73K +968 +8%
IGGA
652
Iron Gate Global Advisors
Utah
$927K +$1.02M +13,501 New
TD Private Client Wealth
653
TD Private Client Wealth
New York
$925K +$374K +4,958 +58%
Canada Post Corporation Pension Plan
654
Canada Post Corporation Pension Plan
Canada
$918K +$1.01M +13,454 New
SG
655
StoneX Group
New York
$914K +$1.01M +13,382 New
WA
656
Waterford Advisors
New York
$913K – – –
UMB Bank
657
UMB Bank
Missouri
$907K +$10.8K +143 +1%
SAM
658
Sawgrass Asset Management
Florida
$907K -$82.9K -1,099 -8%
EM
659
Excalibur Management
Massachusetts
$906K -$16.4K -218 -2%
Chicago Capital
660
Chicago Capital
Illinois
$900K +$1.89K +25 +0.2%
Everett Harris & Co
661
Everett Harris & Co
California
$898K +$46.3K +614 +5%
NEWAS
662
N.E.W. Advisory Services
Wisconsin
$897K -$12.7K -169 -1%
Montag & Associates
663
Montag & Associates
Georgia
$894K -$146K -1,936 -13%
SW
664
SVB Wealth
Massachusetts
$892K +$985K +13,062 New
HA
665
Harbor Advisors
Florida
$887K – – –
SIA
666
Soltis Investment Advisors
Utah
$885K +$17.5K +232 +2%
Sigma Planning Corp
667
Sigma Planning Corp
Michigan
$882K +$14.6K +194 +2%
MIC
668
Means Investment Company
Maine
$881K +$151 +2 +0%
Groupama Asset Management
669
Groupama Asset Management
France
$881K +$188K +2,491 +24%
BFA
670
Benedict Financial Advisors
Georgia
$880K -$8.15K -108 -0.8%
HIMS
671
Hager Investment Management Services
New Hampshire
$879K +$972K +12,882 New
TBT
672
Texas Bank & Trust
Texas
$879K +$971K +12,876 New
Bragg Financial Advisors
673
Bragg Financial Advisors
North Carolina
$878K -$18.9K -250 -2%
CWP
674
Curated Wealth Partners
California
$874K – – –
AOI
675
Auto-Owners Insurance
Michigan
$873K – – –