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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Shakespeare Wealth Management
Wisconsin
$566K -$3.39K -45 -0.5%
Gotham Asset Management
802
Gotham Asset Management
New York
$564K +$289K +3,833 +87%
Pine Valley Investments
803
Pine Valley Investments
New Jersey
$563K +$227K +3,003 +57%
SPC
804
Spirepoint Private Client
Florida
$563K +$35.1K +465 +6%
RP
805
Riverwater Partners
Wisconsin
$562K +$528 +7 +0.1%
PCM
806
Pointe Capital Management
Michigan
$561K – – –
CC
807
Courier Capital
New York
$560K -$62.2K -824 -9%
PG
808
Proffitt & Goodson
Tennessee
$556K +$10.9K +144 +2%
Ameritas Investment Partners
809
Ameritas Investment Partners
Nebraska
$555K -$28.2K -374 -4%
BFS
810
Bard Financial Services
Connecticut
$554K – – –
CG
811
CFO4Life Group
Texas
$554K -$27.2K -360 -4%
FCP
812
Fidelis Capital Partners
Florida
$551K +$19K +252 +3%
Exencial Wealth Advisors
813
Exencial Wealth Advisors
Oklahoma
$547K -$754 -10 -0.1%
Advisors Capital Management
814
Advisors Capital Management
New Jersey
$544K +$71.4K +947 +13%
AlTi Global
815
AlTi Global
New York
$544K +$91.9K +1,219 +18%
Brighton Jones LLC
816
Brighton Jones LLC
Washington
$543K +$140K +1,850 +30%
Old National Bancorp
817
Old National Bancorp
Indiana
$541K +$17K +225 +3%
RT
818
Rockland Trust
Massachusetts
$540K – – –
Washington Trust
819
Washington Trust
Rhode Island
$540K +$3.39K +45 +0.6%
FFM
820
Fullerton Fund Management
Singapore
$539K -$132K -1,747 -18%
ILI
821
Invesco LLC (Illinois)
Illinois
$539K – – –
TSWM
822
Triangle Securities Wealth Management
North Carolina
$539K – – –
BOK Financial
823
BOK Financial
Oklahoma
$539K +$37.1K +492 +6%
Mission Wealth Management
824
Mission Wealth Management
California
$537K -$50.4K -668 -8%
First Horizon Advisors
825
First Horizon Advisors
Tennessee
$535K -$25.9K -343 -4%