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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
751
Empirical Wealth Management
Washington
$443K +$460K +8,553 New
UBV
752
United Bank (Virginia)
Virginia
$441K +$13.1K +244 +3%
CI
753
Conning Inc
Connecticut
$440K -$54.3K -1,009 -11%
FTC
754
Farmers Trust Company
Ohio
$440K -$1.08K -20 -0.2%
PAS
755
Park Avenue Securities
New York
$440K +$45.8K +851 +11%
Jane Street
756
Jane Street
New York
$439K -$413K -7,678 -48%
YWP
757
YorkBridge Wealth Partners
New York
$439K – – –
HSA
758
HBK Sorce Advisory
Pennsylvania
$439K +$9.96K +185 +2%
FHA
759
First Horizon Advisors
Tennessee
$436K +$294K +5,469 +182%
SWM
760
Shakespeare Wealth Management
Wisconsin
$435K – – –
DA
761
DCM Advisors
New York
$434K +$451K +8,386 New
TCM
762
Twin Capital Management
Pennsylvania
$433K +$450K +8,368 New
RIA
763
Realta Investment Advisors
Delaware
$432K -$72.4K -1,346 -14%
DWT
764
Dorsey & Whitney Trust
South Dakota
$429K -$2.75K -51 -0.6%
RIM
765
Regent Investment Management
Kentucky
$429K – – –
CCG
766
Cypress Capital Group
Florida
$423K +$32.7K +607 +8%
IFWM
767
Institute for Wealth Management
Colorado
$420K -$3.28K -61 -0.7%
BEAM
768
Baker Ellis Asset Management
Washington
$420K +$8.07K +150 +2%
PSB
769
Piscataqua Savings Bank
New Hampshire
$419K -$2.96K -55 -0.7%
ER
770
Enlightenment Research
Florida
$419K +$436K +8,100 New
LAM
771
L2 Asset Management
Massachusetts
$418K -$476K -8,839 -52%
EAM
772
Eagle Asset Management
Florida
$415K -$30.5K -566 -7%
CWM
773
Cornerstone Wealth Management
Missouri
$413K -$10K -186 -2%
OWM
774
OneAscent Wealth Management
Alabama
$413K +$430K +7,986 New
FTDI
775
First Trust Direct Indexing
Massachusetts
$412K -$254K -4,721 -37%