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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
851
Waldron Private Wealth
Pennsylvania
$321K +$100K +1,859 +43%
BCA
852
Berman Capital Advisors
Georgia
$320K +$43.8K +813 +15%
OWP
853
Obermeyer Wealth Partners
Colorado
$319K -$80.7K -1,500 -20%
RIL
854
Rothschild Investment LLC
Illinois
$319K – – –
9WM
855
9258 Wealth Management
Ohio
$319K +$108 +2 +0%
SS
856
Simplicity Solutions
Minnesota
$319K +$53K +985 +19%
CAM
857
Covenant Asset Management
New Jersey
$317K – – –
GWM
858
Geneos Wealth Management
Colorado
$317K – – –
UHC
859
Union Heritage Capital
Michigan
$314K – – –
SIA
860
Soltis Investment Advisors
Utah
$314K +$1.88K +35 +0.6%
Jones Financial Companies
861
Jones Financial Companies
Missouri
$313K -$134K -2,491 -29%
BIAS
862
Beacon Investment Advisory Services
New Jersey
$313K – – –
SLT
863
St Louis Trust
Missouri
$311K -$70.9K -1,317 -18%
JMFC
864
J.M. Forbes & Co
Massachusetts
$311K -$3.23K -60 -1%
BL
865
Bleichroeder LP
New York
$311K – – –
SFM
866
Systematic Financial Management
New Jersey
$311K – – –
NA
867
NewEdge Advisors
Louisiana
$311K +$4.36K +81 +1%
WOC
868
West Oak Capital
California
$310K – – –
SW
869
SlateStone Wealth
Florida
$310K +$19.5K +362 +6%
Members Trust
870
Members Trust
Florida
$309K – – –
MWM
871
Meridian Wealth Management
Kentucky
$309K +$54 +1 +0%
FFWA
872
FRG Family Wealth Advisors
Washington
$308K -$19.4K -360 -6%
AF
873
Arrow Financial
New York
$308K -$2.69K -50 -0.8%
DHFB
874
Dixon Hubard Feinour & Brown
Virginia
$307K -$131K -2,433 -29%
SAM
875
SignalPoint Asset Management
Missouri
$307K +$319K +5,935 New