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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
876
Forum Financial Management
Illinois
$335K +$333K +6,179 New
CA
877
Cambridge Advisors
Nebraska
$334K -$8.2K -152 -2%
RIL
878
Rothschild Investment LLC
Illinois
$334K – – –
PTCG
879
Pring Turner Capital Group
California
$334K +$332K +6,150 New
9WM
880
9258 Wealth Management
Ohio
$333K -$1.19K -22 -0.4%
B
881
Bailard
California
$332K -$9.66K -179 -3%
CAM
882
Covenant Asset Management
New Jersey
$332K – – –
NFG
883
Next Financial Group
Texas
$330K -$53.1K -983 -14%
GWM
884
Geneos Wealth Management
Colorado
$330K +$2.64K +49 +0.8%
SFA
885
Sequoia Financial Advisors
Ohio
$330K +$328K +6,081 New
NPA
886
Nichols & Pratt Advisers
Massachusetts
$328K -$132K -2,450 -29%
WIC
887
Woodmont Investment Counsel
Tennessee
$327K +$10.6K +197 +3%
LA
888
LVW Advisors
New York
$326K +$62.5K +1,159 +24%
CCM
889
Coldstream Capital Management
Washington
$326K +$325K +6,018 New
BL
890
Bleichroeder LP
New York
$325K – – –
SLT
891
St Louis Trust
Missouri
$325K – – –
SFM
892
Systematic Financial Management
New Jersey
$325K – – –
PCA
893
Personal Capital Advisors
California
$324K +$322K +5,973 New
AF
894
Arrow Financial
New York
$323K – – –
MWM
895
Meridian Wealth Management
Kentucky
$323K +$54 +1 +0%
EN1L
896
Engine No 1 LLC
California
$322K +$67.9K +1,259 +27%
DHFB
897
Dixon Hubard Feinour & Brown
Virginia
$321K – – –
Members Trust
898
Members Trust
Florida
$321K +$4.1K +76 +1%
KLCM
899
KG&L Capital Management
Louisiana
$320K -$24.3K -450 -7%
FFWA
900
FRG Family Wealth Advisors
Washington
$319K -$4.05K -75 -1%