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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
B
701
Bailard
California
$282K -$16.7K -590 -6%
RWG
702
Regal Wealth Group
California
$282K -$5.8K -205 -2%
FTC
703
Farmers Trust Company
Ohio
$282K +$261K +9,230 New
VFA
704
Valeo Financial Advisors
Indiana
$281K -$155K -5,476 -37%
KFC
705
Klingenstein Fields & Co
New York
$280K -$229K -8,108 -47%
YWP
706
YorkBridge Wealth Partners
New York
$278K -$71.6K -2,532 -22%
AP
707
Atwood & Palmer
Missouri
$276K -$8.63K -305 -3%
ANRIA
708
American National Registered Investment Advisor
Texas
$276K
MPW
709
Monterey Private Wealth
California
$275K +$255K +8,997 New
FHB
710
First Hawaiian Bank
Hawaii
$274K -$88K -3,110 -26%
FAG
711
Financial Advisory Group
Texas
$273K +$253K +8,937 New
CCFCSB
712
Cape Cod Five Cents Savings Bank
Massachusetts
$272K -$29.4K -1,039 -10%
FMC
713
First Merchants Corp
Indiana
$272K -$6.65K -235 -3%
LS
714
Livforsakringsbolaget Skandia
Sweden
$272K
APP
715
Avantax Planning Partners
Iowa
$271K -$28.9K -1,022 -10%
AWA
716
Arete Wealth Advisors
Illinois
$270K -$45.7K -1,614 -16%
PFGIA
717
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$368 +13 +0.1%
HCM
718
Howland Capital Management
Massachusetts
$268K -$70.9K -2,505 -22%
RIM
719
Regent Investment Management
Kentucky
$268K +$248K +8,760 New
WCM
720
Whitener Capital Management
North Carolina
$267K -$264K -9,333 -52%
PCTC
721
Perkins Coie Trust Company
Washington
$266K -$120K -4,256 -33%
ADL
722
Asset Dedication LLC
California
$264K -$1.22K -43 -0.5%
SLT
723
St Louis Trust
Missouri
$264K +$244K +8,635 New
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$263K -$32.6K -1,151 -12%
SACTSONJ
725
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$263K +$243K +8,600 New