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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
726
Independent Advisor Alliance
North Carolina
$817K -$21.8K -322 -3%
HFM
727
Hartford Financial Management
Connecticut
$811K -$766K -11,288 -50%
Capstone Investment Advisors
728
Capstone Investment Advisors
New York
$811K +$236K +3,479 +46%
PTC
729
Private Trust Company
Ohio
$811K -$8.82K -130 -1%
IWM
730
IHT Wealth Management
Illinois
$809K +$47.2K +695 +7%
AWM
731
AE Wealth Management
Kansas
$807K +$154K +2,264 +26%
GDP
732
Great Diamond Partners
Maine
$806K +$747K +11,012 New
AFP
733
Ausdal Financial Partners
Iowa
$805K +$1.76K +26 +0.2%
FFA
734
Farther Finance Advisors
California
$801K +$86.8K +1,279 +13%
SSA
735
Schonfeld Strategic Advisors
New York
$798K -$5.63M -82,987 -88%
RCA
736
Resonant Capital Advisors
Wisconsin
$795K +$54.5K +803 +8%
SVWAG
737
Sound View Wealth Advisors Group
Georgia
$793K -$22.4K -330 -3%
P
738
Pitcairn
Pennsylvania
$792K -$298K -4,398 -29%
VI
739
Versor Investments
New York
$790K +$404K +5,947 +123%
MAMG
740
Milestone Asset Management Group
Connecticut
$786K +$68 +1 +0%
MG
741
Mather Group
Illinois
$786K -$61.7K -910 -8%
KWA
742
Kingswood Wealth Advisors
California
$782K -$64.4K -949 -8%
LNB
743
Ledyard National Bank
$781K -$38.1K -562 -5%
JWBC
744
J.W. Burns & Co
New York
$780K -$6.92K -102 -0.9%
1C
745
111 Capital
France
$780K -$541K -7,970 -43%
SWP
746
Sagespring Wealth Partners
Tennessee
$778K -$5.43K -80 -0.7%
CWM
747
Compass Wealth Management
Connecticut
$772K +$271 +4 +0%
FWA
748
FSM Wealth Advisors
Ohio
$768K +$202K +2,972 +41%
SB
749
Simmons Bank
Arkansas
$765K -$8.14K -120 -1%
NA
750
Nautilus Advisors
California
$765K -$24.6K -363 -3%