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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
MP
951
McDonald Partners
Ohio
$332K -$20.4K -300 -5%
WWM
952
Western Wealth Management
Colorado
$331K -$21.5K -317 -5%
TCA
953
Transcend Capital Advisors
New Jersey
$330K -$70.9K -1,044 -16%
TVAMP
954
Tennessee Valley Asset Management Partners
Tennessee
$329K +$375K +5,514 New
SWM
955
Spire Wealth Management
Virginia
$327K -$116K -1,707 -24%
PWMAG
956
Pinnacle Wealth Management Advisory Group
New Jersey
$326K -$4.42K -65 -1%
RSWM
957
Robertson Stephens Wealth Management
California
$326K -$18.8K -276 -5%
PFA
958
Pure Financial Advisors
California
$325K +$52.8K +777 +17%
EFSCE
959
Enterprise Financial Services Corp (EFSC)
Missouri
$325K -$92.5K -1,362 -20%
DC
960
DeDora Capital
California
$324K +$20.6K +303 +6%
IAN
961
Integrated Advisors Network
Texas
$323K +$16.1K +237 +5%
HT
962
Headlands Technologies
Illinois
$322K +$367K +5,401 New
Federated Hermes
963
Federated Hermes
Pennsylvania
$322K -$220K -3,242 -38%
AA
964
Ancora Advisors
Ohio
$322K
ET
965
Equitable Trust
Tennessee
$321K +$121K +1,780 +49%
FCM
966
Fourpath Capital Management
Oklahoma
$320K -$6.59K -97 -2%
LI
967
LMCG Investments
Massachusetts
$318K -$136 -2 -0%
PMA
968
Prudent Man Advisors
Illinois
$318K -$268K -3,945 -43%
DAS
969
Dynamic Advisor Solutions
Arizona
$318K +$22.8K +336 +7%
TPWM
970
Twelve Points Wealth Management
Massachusetts
$317K -$1.77K -26 -0.5%
ICP
971
Interchange Capital Partners
Pennsylvania
$317K -$543 -8 -0.2%
PF
972
Phoenix Financial
Israel
$316K +$92.1K +1,356 +34%
SC
973
Sapient Capital
Indiana
$316K +$2.38K +35 +0.7%
HIMS
974
Hager Investment Management Services
New Hampshire
$310K -$542K -7,982 -61%
SC
975
SouthState Corp
Florida
$310K -$90.3K -1,329 -20%