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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
Signature Estate & Investment Advisors
701
Signature Estate & Investment Advisors
California
$800K +$10.9K +144 +1%
HT
702
Headlands Technologies
Illinois
$795K +$878K +11,643 New
BRWA
703
B. Riley Wealth Advisors
Florida
$792K -$195K -2,586 -18%
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$791K +$64.1K +850 +8%
EP
705
Essential Planning
New Hampshire
$790K +$789K +10,465 New
SBIA
706
Sheaff Brock Investment Advisors
Indiana
$789K -$128K -1,700 -13%
Coldstream Capital Management
707
Coldstream Capital Management
Washington
$785K -$9.88K -131 -1%
RCAG
708
Rehmann Capital Advisory Group
Michigan
$784K +$541K +7,174 +166%
CWP
709
Core Wealth Partners
California
$779K +$377 +5 +0%
ACM
710
Allred Capital Management
Texas
$768K -$1.06K -14 -0.1%
LNB
711
Ledyard National Bank
$765K +$4.15K +55 +0.5%
Weiss Asset Management
712
Weiss Asset Management
Massachusetts
$764K -$587K -7,785 -41%
Stonehage Fleming Financial Services
713
Stonehage Fleming Financial Services
Jersey
$761K -$56.9K -755 -6%
GF
714
Gray Foundation
New York
$758K +$837K +11,100 New
Mather Group
715
Mather Group
Illinois
$756K +$679 +9 +0.1%
GM
716
GeoWealth Management
Illinois
$756K -$135K -1,796 -14%
Grimes & Company
717
Grimes & Company
Massachusetts
$756K -$6.86K -91 -0.8%
PTC
718
Private Trust Company
Ohio
$751K -$528 -7 -0.1%
HH
719
Hilltop Holdings
Texas
$749K +$73.5K +974 +10%
NA
720
Nautilus Advisors
California
$748K +$827K +10,962 New
JWBC
721
J.W. Burns & Co
New York
$747K -$17.3K -230 -2%
Independent Advisor Alliance
722
Independent Advisor Alliance
North Carolina
$745K +$357K +4,730 +76%
SB
723
Simmons Bank
Arkansas
$744K – – –
MA
724
MJP Associates
Connecticut
$742K +$146K +1,941 +22%
BIM
725
Baldwin Investment Management
Pennsylvania
$741K -$371K -4,920 -31%