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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
876
Systematic Financial Management
New Jersey
$253K
FTDI
877
First Trust Direct Indexing
Massachusetts
$252K +$37.4K +962 +19%
LCS
878
Levin Capital Strategies
New York
$252K +$232K +5,972 New
DAS
879
Dynamic Advisor Solutions
Arizona
$250K -$179K -4,605 -44%
LB
880
Legacy Bridge
Iowa
$250K -$3.69K -95 -2%
CL
881
Choreo LLC
Illinois
$250K
WIC
882
Woodmont Investment Counsel
Tennessee
$249K -$5.33K -137 -2%
Members Trust
883
Members Trust
Florida
$247K -$4.59K -118 -2%
LIM
884
Leavell Investment Management
Alabama
$247K -$3.89K -100 -2%
BBI
885
Baxter Bros Inc
Connecticut
$245K -$20.4K -525 -8%
RCA
886
Resonant Capital Advisors
Wisconsin
$243K
SBSB
887
Sullivan, Bruyette, Speros & Blaney
Virginia
$243K +$82.7K +2,127 +59%
FFA
888
Founders Financial Alliance
North Carolina
$241K +$583 +15 +0.3%
TC
889
Telemus Capital
Michigan
$241K +$7.66K +197 +4%
ER
890
Enlightenment Research
Florida
$241K +$222K +5,700 New
APP
891
Avantax Planning Partners
Iowa
$240K -$2.76K -71 -1%
AIM
892
Avity Investment Management
Connecticut
$240K
WP
893
WMS Partners
Maryland
$238K -$38K -977 -15%
PG
894
Proffitt & Goodson
Tennessee
$238K -$19.6K -504 -8%
SW
895
SlateStone Wealth
Florida
$238K
DLA
896
Douglas Lane & Associates
New York
$237K +$218K +5,604 New
MF
897
Montis Financial
Massachusetts
$235K
KOMWMG
898
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$234K
FMLI
899
Fukoku Mutual Life Insurance
Japan
$232K
IR
900
IAT Reinsurance
New York
$232K