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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
951
Hazlett, Burt & Watson
West Virginia
$318K – – –
PWMAG
952
Pinnacle Wealth Management Advisory Group
New Jersey
$317K +$30K +539 +10%
BL
953
Bleichroeder LP
New York
$317K – – –
SLT
954
St Louis Trust
Missouri
$317K – – –
SFM
955
Systematic Financial Management
New Jersey
$317K – – –
LIM
956
Longfellow Investment Management
Massachusetts
$317K +$333K +5,995 New
SAM
957
S.A. Mason
Michigan
$316K +$111 +2 +0%
CCT
958
Chemung Canal Trust
New York
$315K – – –
GWANC
959
Guardian Wealth Advisors (North Carolina)
North Carolina
$314K +$331K +5,947 New
FFA
960
Founders Financial Alliance
North Carolina
$313K +$334 +6 +0.1%
GCM
961
GKV Capital Management
California
$312K – – –
FRA
962
Frank Rimerman Advisors
California
$312K +$3.78K +68 +1%
KA
963
KLCM Advisors
Wisconsin
$311K +$327K +5,890 New
VCM
964
Virtue Capital Management
Tennessee
$311K +$263K +4,725 +439%
SWM
965
Spire Wealth Management
Virginia
$309K +$20.8K +375 +7%
MIM
966
Miller Investment Management
Pennsylvania
$309K – – –
IFWM
967
Institute for Wealth Management
Colorado
$307K -$6.5K -117 -2%
Members Trust
968
Members Trust
Florida
$307K -$17.7K -318 -5%
WTA
969
Washington Trust Advisors
Massachusetts
$306K -$2.39K -43 -0.7%
FHA
970
Flagship Harbor Advisors
Massachusetts
$306K +$43.3K +779 +16%
WIC
971
Woodmont Investment Counsel
Tennessee
$306K – – –
TPWM
972
Twelve Points Wealth Management
Massachusetts
$305K +$6.12K +110 +2%
GSIAS
973
Garden State Investment Advisory Services
New Jersey
$305K -$11.5K -206 -3%
TIA
974
Tiemann Investment Advisors
California
$304K -$5.56K -100 -2%
GFA
975
Gallagher Fiduciary Advisors
Illinois
$302K +$48.6K +875 +18%