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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
701
Beck Capital Management
Texas
$569K +$41.2K +779 +9%
BHWM
702
Bar Harbor Wealth Management
New Hampshire
$566K +$26.5K +500 +5%
BWAM
703
Boyd Watterson Asset Management
Ohio
$563K -$6.99K -132 -1%
PTC
704
Private Trust Company
Ohio
$562K +$46.1K +872 +10%
GL
705
Graypoint LLC
New York
$560K +$9.74K +184 +2%
DWT
706
Dorsey & Whitney Trust
South Dakota
$556K +$19.6K +371 +4%
PWW
707
Pettyjohn Wood & White
Virginia
$555K +$75.4K +1,425 +17%
IAIM
708
International Assets Investment Management
Florida
$554K -$1.19M -22,497 -70%
AO
709
Advisor OS
Illinois
$546K +$39.3K +743 +8%
CNAM
710
Campbell Newman Asset Management
Wisconsin
$545K – – –
CWA
711
Clarus Wealth Advisors
Arizona
$545K +$520K +9,836 New
MNBTD
712
Moody National Bank Trust Division
Texas
$542K -$494K -9,336 -50%
SPC
713
Sigma Planning Corp
Michigan
$541K -$521K -9,848 -51%
RCA
714
Resonant Capital Advisors
Wisconsin
$539K -$2.01K -38 -0.4%
AIP
715
Ameritas Investment Partners
Nebraska
$536K -$30.6K -578 -6%
FG
716
Fiduciary Group
Georgia
$535K – – –
IG
717
ING Group
Netherlands
$532K +$490K +9,268 New
SIG
718
Sky Investment Group
Connecticut
$532K -$265 -5 -0.1%
RWA
719
River Wealth Advisors
Pennsylvania
$531K -$5.66K -107 -1%
TVAMP
720
Tennessee Valley Asset Management Partners
Tennessee
$529K +$244K +4,618 +101%
MPW
721
Monterey Private Wealth
California
$526K +$106 +2 +0%
CAM
722
Cidel Asset Management
Ontario, Canada
$525K +$210K +3,960 +77%
WANY
723
Wealthspire Advisors (New York)
New York
$524K +$20.5K +387 +4%
OAM
724
Oppenheimer Asset Management
New York
$523K +$38.6K +730 +9%
SVWAG
725
Sound View Wealth Advisors Group
Georgia
$519K -$23.9K -451 -5%