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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
751
Great Diamond Partners
Maine
$581K -$1.11K -20 -0.2%
CCM
752
Coldstream Capital Management
Washington
$580K -$124K -2,233 -17%
CRC
753
Curi RMB Capital
Illinois
$577K +$23.1K +416 +4%
WT
754
Washington Trust
Rhode Island
$576K -$2.72K -49 -0.4%
GSEP
755
Golden State Equity Partners
California
$575K +$605K +10,878 New
CHC
756
City Holding Co
West Virginia
$573K -$77.6K -1,395 -11%
MAMG
757
Milestone Asset Management Group
Connecticut
$570K +$12.8K +230 +2%
NGA
758
Naples Global Advisors
Florida
$569K -$42K -755 -7%
Bank Julius Baer & Co
759
Bank Julius Baer & Co
Switzerland
$566K -$337K -6,059 -36%
SWM
760
SHP Wealth Management
Massachusetts
$563K +$592K +10,648 New
AAM
761
Aureus Asset Management
Massachusetts
$562K -$344K -6,187 -37%
LFAS
762
Level Four Advisory Services
Texas
$561K +$141K +2,544 +32%
AWP
763
Abacus Wealth Partners
California
$554K +$386K +6,946 +196%
MG
764
Mather Group
Illinois
$552K -$43.5K -782 -7%
AC
765
Avestar Capital
New York
$550K -$129K -2,315 -18%
BMO
766
Beck Mack & Oliver
New York
$549K -$16.7K -300 -3%
SIA
767
Sage Investment Advisers
New York
$544K +$573K +10,300 New
BSA
768
Bull Street Advisors
Georgia
$544K +$6.95K +125 +1%
IAS
769
Investment Advisory Services
Texas
$544K -$18.5K -332 -3%
PWAM
770
Private Wealth Asset Management
Iowa
$543K
VFA
771
Valeo Financial Advisors
Indiana
$537K -$131K -2,365 -19%
PG
772
Proffitt & Goodson
Tennessee
$536K +$66.3K +1,192 +13%
SVWAG
773
Sound View Wealth Advisors Group
Georgia
$535K +$14.5K +261 +3%
GC
774
Guggenheim Capital
Illinois
$532K -$61.3K -1,102 -10%
COI
775
Connable Office Inc
Michigan
$532K