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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
876
Triangle Securities Wealth Management
North Carolina
$499K +$31.7K +485 +8%
BFO
877
Boston Family Office
Massachusetts
$498K -$9.8K -150 -2%
IAIM
878
International Assets Investment Management
Florida
$496K -$29.8K -456 -6%
BIA
879
Bell Investment Advisors
California
$495K +$980 +15 +0.2%
OFS
880
OneAscent Financial Services
Alabama
$492K +$3.14K +48 +0.7%
FNB
881
Farmers National Bank
Kentucky
$491K – – –
ILI
882
Invesco LLC (Illinois)
Illinois
$488K – – –
AMIM
883
Aull & Monroe Investment Management
Alabama
$487K -$588 -9 -0.1%
FCMC
884
Founders Capital Management (Connecticut)
Connecticut
$484K – – –
SWA
885
Stratos Wealth Advisors
Ohio
$483K +$131K +2,001 +44%
GPI
886
General Partner Inc
Pennsylvania
$483K – – –
SWM
887
Spire Wealth Management
Virginia
$479K +$4.05K +62 +1%
FCBT
888
First Citizens Bank & Trust
North Carolina
$477K -$192K -2,931 -31%
DJSG
889
D.J. St. Germain
Massachusetts
$477K -$2.09K -32 -0.5%
SAA
890
Southeast Asset Advisors
Georgia
$476K -$4.9K -75 -1%
PFA
891
Pure Financial Advisors
California
$474K -$10.2K -156 -2%
OFA
892
Orographic Financial Advisors
Colorado
$471K -$719 -11 -0.1%
Vanguard National Trust
893
Vanguard National Trust
Pennsylvania
$470K -$146K -2,232 -26%
PPW
894
Parcion Private Wealth
Washington
$469K +$79.3K +1,213 +23%
RDWM
895
Red Door Wealth Management
Tennessee
$462K +$2.16K +33 +0.5%
BAM
896
Berkshire Asset Management
Pennsylvania
$461K -$1.18K -18 -0.3%
WWM
897
Western Wealth Management
Colorado
$459K +$18.6K +285 +5%
FIA
898
Foundations Investment Advisors
Arizona
$458K +$43.9K +672 +12%
FCCM
899
First City Capital Management
Georgia
$458K -$2.29K -35 -0.6%
MIM
900
Marco Investment Management
Georgia
$457K -$1.31K -20 -0.3%