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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
F.L. Putnam Investment Management
651
F.L. Putnam Investment Management
Massachusetts
$743K -$2.66K -45 -0.3%
TBT
652
Texas Bank & Trust
Texas
$742K +$10.4K +175 +1%
Mesirow Financial Investment Management
653
Mesirow Financial Investment Management
Illinois
$742K +$64.8K +1,095 +9%
NEWAS
654
N.E.W. Advisory Services
Wisconsin
$738K +$5.98K +101 +0.8%
LAM
655
Lakewood Asset Management
Illinois
$737K +$296 +5 +0%
MCC
656
Malaga Cove Capital
California
$733K +$293K +4,955 +62%
TCW Group
657
TCW Group
California
$732K +$37.2K +629 +5%
HA
658
Harbor Advisors
Florida
$732K – – –
RPC
659
Rossmore Private Capital
Connecticut
$729K – – –
RGC
660
Roberts, Glore & Co
Illinois
$728K -$115K -1,940 -13%
WA
661
Waterford Advisors
New York
$727K – – –
UMB Bank
662
UMB Bank
Missouri
$725K -$30.7K -519 -4%
AE Wealth Management
663
AE Wealth Management
Kansas
$724K +$170K +2,869 +29%
AO
664
Advisor OS
Illinois
$723K -$511K -8,640 -40%
ECM
665
Estabrook Capital Management
New York
$723K – – –
AOI
666
Auto-Owners Insurance
Michigan
$720K – – –
MWA
667
Medallion Wealth Advisors
Connecticut
$720K -$3.2K -54 -0.4%
Empirical Wealth Management
668
Empirical Wealth Management
Washington
$715K -$190K -3,217 -20%
RC
669
Rexford Capital
Texas
$714K +$12K +203 +2%
BHWM
670
Bar Harbor Wealth Management
New Hampshire
$712K -$15.7K -265 -2%
MIC
671
Means Investment Company
Maine
$710K +$118 +2 +0%
Cary Street Partners
672
Cary Street Partners
Virginia
$710K +$4.74K +80 +0.6%
AFP
673
Ausdal Financial Partners
Iowa
$710K +$152K +2,569 +26%
Freestone Capital Holdings
674
Freestone Capital Holdings
Washington
$710K -$3.14K -53 -0.4%
EM
675
Excalibur Management
Massachusetts
$709K -$2.96K -50 -0.4%