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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
AP
976
Appleton Partners
Massachusetts
$399K -$13.1K -200 -4%
WFI
977
West Family Investments
California
$399K +$355K +5,437 New
Empower Advisory Group
978
Empower Advisory Group
Colorado
$398K -$15.4K -236 -4%
WIC
979
Woodmont Investment Counsel
Tennessee
$396K – – –
WBCM
980
Wilson & Boucher Capital Management
California
$395K – – –
CWP
981
Cyndeo Wealth Partners
Florida
$395K +$352K +5,384 New
TPWM
982
Twelve Points Wealth Management
Massachusetts
$395K -$2.55K -39 -0.7%
EFSCE
983
Enterprise Financial Services Corp (EFSC)
Missouri
$394K – – –
TWP
984
Tyche Wealth Partners
Texas
$394K +$6.6K +101 +2%
OP
985
Oslo Pensjonsforsikring
$393K -$81.9K -1,253 -19%
DBIA
986
Dumont & Blake Investment Advisors
New Jersey
$393K -$13.4K -205 -4%
RSWM
987
Robertson Stephens Wealth Management
California
$392K +$4.12K +63 +1%
FCM
988
Fourpath Capital Management
Oklahoma
$391K – – –
TH
989
TCTC Holdings
Texas
$391K – – –
LI
990
LMCG Investments
Massachusetts
$390K -$327 -5 -0.1%
HAG
991
HighPoint Advisor Group
Illinois
$389K +$2.68K +41 +0.8%
BHC
992
Bull Harbor Capital
Maryland
$388K +$345K +5,286 New
GSIAS
993
Garden State Investment Advisory Services
New Jersey
$388K +$1.96K +30 +0.6%
AIM
994
Acropolis Investment Management
Missouri
$387K +$65 +1 +0%
PAM
995
Panagora Asset Management
Massachusetts
$385K – – –
ICP
996
Interchange Capital Partners
Pennsylvania
$385K +$12.3K +188 +4%
HCM
997
Howland Capital Management
Massachusetts
$385K +$80.4K +1,230 +31%
MWS
998
MFA Wealth Services
California
$382K +$340K +5,208 New
LFS
999
Lighthouse Financial Services
California
$379K +$1.11K +17 +0.3%
KOMWMG
1000
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$379K – – –