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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
SeaCrest Wealth Management
New York
$255K -$6.48K -165 -2%
TCPWM
802
Traverso Chambers Private Wealth Management
California
$254K – – –
OPS
803
Orion Portfolio Solutions
Nebraska
$253K -$10.1K -258 -4%
ACM
804
Argent Capital Management
Missouri
$253K – – –
BAM
805
Berkshire Asset Management
Pennsylvania
$249K -$117K -2,978 -30%
AWA
806
Arete Wealth Advisors
Illinois
$249K -$5.42K -138 -2%
SAM
807
S.A. Mason
Michigan
$249K -$5.38K -137 -2%
SS
808
Simplicity Solutions
Minnesota
$249K +$32.6K +830 +13%
VFA
809
Valeo Financial Advisors
Indiana
$248K -$30.5K -776 -10%
FNT
810
First National Trust
Pennsylvania
$248K -$28K -714 -9%
WPW
811
Waldron Private Wealth
Pennsylvania
$248K -$17K -432 -6%
ED
812
Exane Derivatives
France
$247K -$667K -16,991 -71%
AFG
813
Alterity Financial Group
Maine
$247K +$272K +6,937 New
AWM
814
Altium Wealth Management
New York
$246K +$981 +25 +0.4%
Verition Fund Management
815
Verition Fund Management
Connecticut
$246K +$98.3K +2,504 +57%
EP
816
Eudaimonia Partners
Tennessee
$244K -$3.93K -100 -1%
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$244K +$15.6K +397 +6%
MWM
818
Meridian Wealth Management
Kentucky
$244K +$34.4K +877 +15%
PG
819
Proffitt & Goodson
Tennessee
$243K +$36.5K +929 +16%
ZCM
820
Ziegler Capital Management
Illinois
$243K +$267K +6,813 New
FMLI
821
Fukoku Mutual Life Insurance
Japan
$242K – – –
CL
822
CPWM LLC
Washington
$242K +$62.8K +1,600 +31%
AIM
823
Athena Investment Management
California
$240K – – –
FFWA
824
FRG Family Wealth Advisors
Washington
$239K – – –
CCM
825
Coldstream Capital Management
Washington
$239K +$52K +1,325 +25%