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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
FP
901
Financial Perspectives
Minnesota
$427K +$65.8K +873 +16%
MIM
902
Marco Investment Management
Georgia
$427K -$67.9K -900 -13%
RA
903
Ransom Advisory
Rhode Island
$427K
LCM
904
LCM Capital Management
Illinois
$420K
FFS
905
Founders Financial Securities
Maryland
$419K +$45.6K +604 +11%
TIA
906
Tiemann Investment Advisors
California
$416K
LSV Asset Management
907
LSV Asset Management
Illinois
$416K
JMFC
908
J.M. Forbes & Co
Massachusetts
$415K -$6.94K -92 -1%
ECM
909
Evergreen Capital Management
Washington
$414K -$754 -10 -0.2%
FDS
910
Freedom Day Solutions
Texas
$414K +$17K +225 +4%
HWMO
911
Heritage Wealth Management (Ohio)
Ohio
$412K
SAM
912
S.A. Mason
Michigan
$412K +$75 +1 +0%
MWM
913
Meridian Wealth Management
Kentucky
$412K
IFWM
914
Institute for Wealth Management
Colorado
$411K -$7.47K -99 -2%
GSIAS
915
Garden State Investment Advisory Services
New Jersey
$410K +$3.09K +41 +0.7%
MP
916
McDonald Partners
Ohio
$410K -$22.6K -300 -5%
WIC
917
Woodmont Investment Counsel
Tennessee
$410K
BL
918
Bleichroeder LP
New York
$410K
SLT
919
St Louis Trust
Missouri
$410K
SFM
920
Systematic Financial Management
New Jersey
$410K
FIA
921
Foundations Investment Advisors
Arizona
$409K +$15.8K +209 +4%
LIM
922
Leavell Investment Management
Alabama
$406K +$67.5K +895 +18%
FNT
923
First National Trust
Pennsylvania
$406K -$3.02K -40 -0.7%
EWA
924
EverSource Wealth Advisors
Alabama
$405K +$54.7K +725 +14%
FFA
925
Founders Financial Alliance
North Carolina
$405K +$905 +12 +0.2%