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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
751
Monterey Private Wealth
California
$339K +$36 +1 +0%
CB
752
Cadence Bank
Mississippi
$339K +$325K +8,975 New
YWP
753
YorkBridge Wealth Partners
New York
$338K -$5.29K -146 -2%
ADL
754
Asset Dedication LLC
California
$338K -$5.25K -145 -2%
FAG
755
Financial Advisory Group
Texas
$337K – – –
ATC
756
Adirondack Trust Company
New York
$334K -$68.6K -1,895 -18%
IFWM
757
Institute for Wealth Management
Colorado
$334K -$22K -608 -6%
S
758
Seeyond
France
$332K +$230K +6,355 +257%
SWM
759
SeaCrest Wealth Management
New York
$331K -$23.4K -646 -7%
SLT
760
St Louis Trust
Missouri
$326K – – –
BRWM
761
B. Riley Wealth Management
Tennessee
$326K +$7.02K +194 +2%
Bailard
762
Bailard
California
$325K -$22.3K -615 -7%
Rathbones Group
763
Rathbones Group
United Kingdom
$325K +$23.3K +645 +8%
DMC
764
Drexel Morgan & Co
Pennsylvania
$324K – – –
SACTSONJ
765
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$324K – – –
Great Valley Advisor Group
766
Great Valley Advisor Group
Delaware
$318K +$3.29K +91 +1%
UBV
767
United Bank (Virginia)
Virginia
$317K – – –
CCFCSB
768
Cape Cod Five Cents Savings Bank
Massachusetts
$316K -$19.2K -530 -6%
Mairs & Power Inc
769
Mairs & Power Inc
Minnesota
$313K -$10.5K -290 -3%
SWM
770
Shakespeare Wealth Management
Wisconsin
$313K – – –
CL
771
CSS LLC
Illinois
$312K -$290K -8,000 -49%
VCM
772
Virtue Capital Management
Tennessee
$312K -$47.8K -1,320 -14%
RIM
773
Regent Investment Management
Kentucky
$312K -$18.1K -500 -6%
WEC
774
Winslow Evans & Crocker
Massachusetts
$312K +$39.2K +1,084 +15%
BNP Paribas Asset Management
775
BNP Paribas Asset Management
France
$311K -$106K -2,932 -26%