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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
651
Valley Brook Capital Group
Pennsylvania
$865K -$9.97K -150 -1%
CWA
652
Clarus Wealth Advisors
Arizona
$861K +$130K +1,963 +16%
MWA
653
Medallion Wealth Advisors
Connecticut
$860K -$33.2K -500 -4%
IA
654
Integrity Alliance
Iowa
$860K +$901K +13,564 New
BHWM
655
Bar Harbor Wealth Management
New Hampshire
$857K -$13K -195 -1%
ECM
656
Estabrook Capital Management
New York
$855K -$28.6K -430 -3%
Mesirow Financial Investment Management
657
Mesirow Financial Investment Management
Illinois
$851K -$46.4K -698 -5%
NEWAS
658
N.E.W. Advisory Services
Wisconsin
$851K +$18.7K +282 +2%
NAS
659
Nicolet Advisory Services
Wisconsin
$850K +$356K +5,360 +59%
IGGA
660
Iron Gate Global Advisors
Utah
$850K -$6.25K -94 -0.7%
WA
661
Waterford Advisors
New York
$848K – – –
HIMS
662
Hager Investment Management Services
New Hampshire
$842K +$26.4K +398 +3%
EM
663
Excalibur Management
Massachusetts
$841K – – –
UMB Bank
664
UMB Bank
Missouri
$841K -$1.79K -27 -0.2%
BRWA
665
B. Riley Wealth Advisors
Florida
$839K +$111K +1,674 +14%
BMM
666
Buffington Mohr McNeal
Idaho
$837K -$80.3K -1,209 -8%
F.L. Putnam Investment Management
667
F.L. Putnam Investment Management
Massachusetts
$836K -$103K -1,544 -10%
Chicago Capital
668
Chicago Capital
Illinois
$835K – – –
SIA
669
Soltis Investment Advisors
Utah
$835K +$13.8K +208 +2%
Everett Harris & Co
670
Everett Harris & Co
California
$834K – – –
LCM
671
Landscape Capital Management
New Jersey
$827K +$866K +13,040 New
SG
672
StoneX Group
New York
$826K -$23.2K -349 -3%
HA
673
Harbor Advisors
Florida
$824K – – –
CWP
674
Curated Wealth Partners
California
$819K +$8.24K +124 +1%
BNP Paribas
675
BNP Paribas
France
$819K +$24.3K +366 +3%