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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Anchor Investment Management
South Carolina
$462K +$24.7K +355 +7%
PA
902
Procyon Advisors
Connecticut
$461K +$48.5K +697 +14%
CPIG
903
Chicago Partners Investment Group
Illinois
$459K +$6.2K +89 +2%
9WM
904
9258 Wealth Management
Ohio
$457K +$70 +1 +0%
CPA
905
Court Place Advisors
Maryland
$455K -$26.3K -378 -6%
BHBT
906
Burke & Herbert Bank & Trust
Virginia
$454K +$393K +5,640 New
CM
907
Crestline Management
Texas
$454K +$393K +5,638 New
TWP
908
Tyche Wealth Partners
Texas
$451K
PFSC
909
Peoples Financial Services Corp
Pennsylvania
$451K -$139K -2,000 -26%
WTA
910
Washington Trust Advisors
Massachusetts
$449K
FFS
911
Founders Financial Securities
Maryland
$446K -$20.6K -296 -5%
HCM
912
Howland Capital Management
Massachusetts
$446K -$3.2K -46 -0.8%
SC
913
Sapient Capital
Indiana
$445K
HS
914
Horan Securities
United States
$445K +$696 +10 +0.2%
AFG
915
Atomi Financial Group
New York
$445K +$66.6K +956 +21%
WWM
916
Western Wealth Management
Colorado
$445K +$36.3K +522 +10%
DBIA
917
Dumont & Blake Investment Advisors
New Jersey
$443K -$383K -5,506 -50%
CAM
918
Covenant Asset Management
New Jersey
$443K -$27.9K -400 -7%
FPAS
919
Focus Partners Advisor Solutions
Missouri
$443K +$12.5K +180 +3%
FCM
920
Fourpath Capital Management
Oklahoma
$439K +$380K +5,457 New
AA
921
Ancora Advisors
Ohio
$439K -$8.43K -121 -2%
NHT
922
New Hampshire Trust
New Hampshire
$437K -$5.85K -84 -2%
PFPT
923
Pinnacle Financial Partners (Tennessee)
Tennessee
$437K +$8.7K +125 +2%
Teacher Retirement System of Texas
924
Teacher Retirement System of Texas
Texas
$437K -$719K -10,322 -66%
PTC
925
Philadelphia Trust Company
Pennsylvania
$436K +$627 +9 +0.2%