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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
851
9258 Wealth Management
Ohio
$319K +$108 +2 +0%
SS
852
Simplicity Solutions
Minnesota
$319K +$53K +985 +19%
CAM
853
Covenant Asset Management
New Jersey
$317K
GWM
854
Geneos Wealth Management
Colorado
$317K
UHC
855
Union Heritage Capital
Michigan
$314K
SIA
856
Soltis Investment Advisors
Utah
$314K +$1.88K +35 +0.6%
Jones Financial Companies
857
Jones Financial Companies
Missouri
$313K -$134K -2,491 -29%
BIAS
858
Beacon Investment Advisory Services
New Jersey
$313K
SLT
859
St Louis Trust
Missouri
$311K -$70.9K -1,317 -18%
JMFC
860
J.M. Forbes & Co
Massachusetts
$311K -$3.23K -60 -1%
BL
861
Bleichroeder LP
New York
$311K
SFM
862
Systematic Financial Management
New Jersey
$311K
NA
863
NewEdge Advisors
Louisiana
$311K +$4.36K +81 +1%
WOC
864
West Oak Capital
California
$310K
SW
865
SlateStone Wealth
Florida
$310K +$19.5K +362 +6%
Members Trust
866
Members Trust
Florida
$309K
MWM
867
Meridian Wealth Management
Kentucky
$309K +$54 +1 +0%
FFWA
868
FRG Family Wealth Advisors
Washington
$308K -$19.4K -360 -6%
AF
869
Arrow Financial
New York
$308K -$2.69K -50 -0.8%
DHFB
870
Dixon Hubard Feinour & Brown
Virginia
$307K -$131K -2,433 -29%
SAM
871
SignalPoint Asset Management
Missouri
$307K +$319K +5,935 New
RCA
872
Resonant Capital Advisors
Wisconsin
$305K +$4.36K +81 +1%
FFA
873
Founders Financial Alliance
North Carolina
$305K +$22.2K +412 +8%
APP
874
Avantax Planning Partners
Iowa
$304K +$9.36K +174 +3%
RWG
875
Regal Wealth Group
California
$303K -$40.7K -756 -11%