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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
826
Buckingham Strategic Wealth
Missouri
$320K +$31.2K +708 +12%
PCP
827
Proficio Capital Partners
Massachusetts
$319K -$43.3K -985 -13%
BB
828
Berkshire Bank
Massachusetts
$319K -$49.9K -1,133 -15%
MMPW
829
Mitchell McLeod Pugh & Williams
Alabama
$318K
WWM
830
Western Wealth Management
Colorado
$318K -$2.38K -54 -0.8%
JMFC
831
J.M. Forbes & Co
Massachusetts
$317K -$220 -5 -0.1%
IFAM
832
Institutional & Family Asset Management
Colorado
$316K
VIA
833
Vident Investment Advisory
Georgia
$316K -$809K -18,389 -74%
AF
834
Allworth Financial
California
$315K -$18K -410 -6%
BWP
835
BSW Wealth Partners
Colorado
$315K -$3.56K -81 -1%
TIA
836
Tiemann Investment Advisors
California
$315K -$1.67K -38 -0.6%
Members Trust
837
Members Trust
Florida
$315K +$279K +6,332 New
USCWA
838
U.S. Capital Wealth Advisors
Texas
$314K +$278K +6,317 New
CHAM
839
Clear Harbor Asset Management
Connecticut
$313K +$48.4K +1,100 +21%
SWM
840
Spire Wealth Management
Virginia
$313K -$94.1K -2,138 -25%
LCM
841
LCM Capital Management
Illinois
$311K -$880 -20 -0.3%
SWA
842
Stratos Wealth Advisors
Ohio
$311K +$46.3K +1,053 +20%
LWCFA
843
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$310K +$8.8K +200 +3%
MWM
844
Meridian Wealth Management
Kentucky
$309K
JAG
845
Journey Advisory Group
Kentucky
$308K -$51.9K -1,180 -16%
GSIAS
846
Garden State Investment Advisory Services
New Jersey
$307K +$2.07K +47 +0.8%
CFAM
847
Center For Asset Management
Florida
$305K
FHA
848
Flagship Harbor Advisors
Massachusetts
$304K -$123K -2,786 -31%
9WM
849
9258 Wealth Management
Ohio
$304K +$20K +454 +8%
LA
850
LVW Advisors
New York
$300K +$968 +22 +0.4%