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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
851
J.M. Forbes & Co
Massachusetts
$295K
CL
852
Choreo LLC
Illinois
$295K +$6.84K +153 +3%
BIAS
853
Beacon Investment Advisory Services
New Jersey
$294K
UHC
854
Union Heritage Capital
Michigan
$294K
GWM
855
Geneos Wealth Management
Colorado
$293K -$36K -805 -12%
SIA
856
Soltis Investment Advisors
Utah
$293K -$8.45K -189 -3%
AF
857
Arrow Financial
New York
$292K -$22.3K -500 -8%
BL
858
Bleichroeder LP
New York
$292K
SFM
859
Systematic Financial Management
New Jersey
$292K
DTC
860
Davidson Trust Company
Washington
$291K -$7.33K -164 -3%
WOC
861
West Oak Capital
California
$291K
MWM
862
Meridian Wealth Management
Kentucky
$290K -$36.6K -819 -12%
NA
863
NewEdge Advisors
Louisiana
$288K -$23.7K -530 -8%
EH
864
Equitable Holdings
New York
$287K -$227K -5,080 -46%
WIC
865
Woodmont Investment Counsel
Tennessee
$286K
Members Trust
866
Members Trust
Florida
$284K
LB
867
Legacy Bridge
Iowa
$283K -$4.02K -90 -2%
RCA
868
Resonant Capital Advisors
Wisconsin
$283K +$2.5K +56 +1%
FI
869
Financial Insights
Washington
$282K +$26K +581 New
QC
870
Quadrature Capital
United Kingdom
$279K -$1.13M -25,263 -81%
CIC
871
Crawford Investment Counsel
Georgia
$279K -$59.9K -1,340 -19%
FRM
872
Fox Run Management
Connecticut
$279K +$257K +5,751 New
FFA
873
First Foundation Advisors
California
$278K +$42.7K +955 +20%
APP
874
Avantax Planning Partners
Iowa
$277K
TNB
875
Thomasville National Bank
Georgia
$275K +$253K +5,657 New