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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
876
J.M. Forbes & Co
Massachusetts
$359K -$11.5K -205 -3%
IFWM
877
Institute for Wealth Management
Colorado
$358K -$25.3K -450 -7%
Buckingham Strategic Wealth
878
Buckingham Strategic Wealth
Missouri
$358K +$39.3K +699 +13%
CFAM
879
Center For Asset Management
Florida
$357K – – –
Foundations Investment Advisors
880
Foundations Investment Advisors
Arizona
$356K -$41.8K -744 -11%
NGA
881
Naples Global Advisors
Florida
$355K +$18.3K +325 +6%
WIC
882
Woodmont Investment Counsel
Tennessee
$352K +$6.29K +112 +2%
SAM
883
S.A. Mason
Michigan
$351K +$56 +1 +0%
WorldQuant Millennium Advisors
884
WorldQuant Millennium Advisors
New York
$350K +$339K +6,026 New
BL
885
Bleichroeder LP
New York
$349K – – –
SLT
886
St Louis Trust
Missouri
$349K – – –
SFM
887
Systematic Financial Management
New Jersey
$349K – – –
CPA
888
Court Place Advisors
Maryland
$348K -$40.6K -723 -11%
GSIAS
889
Garden State Investment Advisory Services
New Jersey
$345K +$4.27K +76 +1%
CCA
890
Cobblestone Capital Advisors
New York
$343K +$22.5K +400 +7%
CAM
891
Covenant Asset Management
New Jersey
$343K – – –
KCM
892
KRS Capital Management
Michigan
$341K +$2.19K +39 +0.7%
Pinnacle Financial Partners (Tennessee)
893
Pinnacle Financial Partners (Tennessee)
Tennessee
$340K +$3.71K +66 +1%
Jones Financial Companies
894
Jones Financial Companies
Missouri
$339K +$84K +1,495 +34%
MIM
895
Miller Investment Management
Pennsylvania
$339K – – –
Independent Advisor Alliance
896
Independent Advisor Alliance
North Carolina
$339K -$5.73K -102 -2%
FDS
897
Freedom Day Solutions
Texas
$339K – – –
Connor, Clark & Lunn Investment Management (CC&L)
898
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$337K +$326K +5,800 New
U.S. Capital Wealth Advisors
899
U.S. Capital Wealth Advisors
Texas
$336K -$29.9K -533 -8%
RFG Advisory
900
RFG Advisory
Alabama
$336K +$42.1K +749 +15%