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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
901
Congress Wealth Management
Massachusetts
$429K +$108K +1,436 +30%
FP
902
Financial Perspectives
Minnesota
$427K +$65.8K +873 +16%
MIM
903
Marco Investment Management
Georgia
$427K -$67.9K -900 -13%
RA
904
Ransom Advisory
Rhode Island
$427K – – –
LCM
905
LCM Capital Management
Illinois
$420K – – –
FFS
906
Founders Financial Securities
Maryland
$419K +$45.6K +604 +11%
TIA
907
Tiemann Investment Advisors
California
$416K – – –
LSV Asset Management
908
LSV Asset Management
Illinois
$416K – – –
JMFC
909
J.M. Forbes & Co
Massachusetts
$415K -$6.94K -92 -1%
ECM
910
Evergreen Capital Management
Washington
$414K -$754 -10 -0.2%
FDS
911
Freedom Day Solutions
Texas
$414K +$17K +225 +4%
HWMO
912
Heritage Wealth Management (Ohio)
Ohio
$412K – – –
SAM
913
S.A. Mason
Michigan
$412K +$75 +1 +0%
MWM
914
Meridian Wealth Management
Kentucky
$412K – – –
IFWM
915
Institute for Wealth Management
Colorado
$411K -$7.47K -99 -2%
GSIAS
916
Garden State Investment Advisory Services
New Jersey
$410K +$3.09K +41 +0.7%
MP
917
McDonald Partners
Ohio
$410K -$22.6K -300 -5%
WIC
918
Woodmont Investment Counsel
Tennessee
$410K – – –
BL
919
Bleichroeder LP
New York
$410K – – –
SLT
920
St Louis Trust
Missouri
$410K – – –
SFM
921
Systematic Financial Management
New Jersey
$410K – – –
FIA
922
Foundations Investment Advisors
Arizona
$409K +$15.8K +209 +4%
LIM
923
Leavell Investment Management
Alabama
$406K +$67.5K +895 +18%
FNT
924
First National Trust
Pennsylvania
$406K -$3.02K -40 -0.7%
EWA
925
EverSource Wealth Advisors
Alabama
$405K +$54.7K +725 +14%