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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
MP
851
McDonald Partners
Ohio
$384K -$15.2K -270 -4%
DAS
852
Diversify Advisory Services
Utah
$383K +$375K +6,670 New
CTA
853
Colonial Trust Advisors
South Carolina
$380K +$5.67K +101 +2%
GPI
854
General Partner Inc
Pennsylvania
$379K +$29.2K +520 +9%
TH
855
TCTC Holdings
Texas
$379K -$27.2K -484 -7%
RG
856
Rathbones Group
United Kingdom
$378K -$30.9K -550 -8%
MWM
857
Mission Wealth Management
California
$378K +$31.7K +564 +9%
SPC
858
Spirepoint Private Client
Florida
$373K +$360K +6,412 New
FFM
859
Forum Financial Management
Illinois
$371K -$51.1K -910 -12%
B
860
Bailard
California
$370K +$393 +7 +0.1%
IFAM
861
Institutional & Family Asset Management
Colorado
$370K – – –
BAM
862
Berkshire Asset Management
Pennsylvania
$369K -$6.35K -113 -2%
Members Trust
863
Members Trust
Florida
$368K – – –
FNT
864
First National Trust
Pennsylvania
$368K -$7.3K -130 -2%
MMPW
865
Mitchell McLeod Pugh & Williams
Alabama
$367K -$4.94K -88 -1%
SWM
866
Spire Wealth Management
Virginia
$366K +$6.12K +109 +2%
TIA
867
Tiemann Investment Advisors
California
$366K – – –
FWA
868
FSM Wealth Advisors
Ohio
$366K +$6.91K +123 +2%
AIM
869
Avity Investment Management
Connecticut
$364K – – –
RIL
870
Rothschild Investment LLC
Illinois
$363K +$2.53K +45 +0.7%
PWS
871
Precision Wealth Strategies
Missouri
$361K -$1.35K -24 -0.4%
LCM
872
LCM Capital Management
Illinois
$361K -$393 -7 -0.1%
CHAM
873
Clear Harbor Asset Management
Connecticut
$360K – – –
CWM
874
Cornerstone Wealth Management
Missouri
$360K -$38.1K -678 -10%
MIM
875
Morningstar Investment Management
Illinois
$360K – – –