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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
976
HighPoint Advisor Group
Illinois
$296K -$1.66M -27,998 -84%
CS
977
Cannell & Spears
New York
$296K +$311K +5,256 New
PAM
978
Panagora Asset Management
Massachusetts
$296K -$26.2M -442,593 -99%
GWM
979
GSB Wealth Management
Connecticut
$294K +$21.2K +358 +7%
PPW
980
Parcion Private Wealth
Washington
$292K +$51.3K +867 +20%
KOMWMG
981
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$291K
DIA
982
Dana Investment Advisors
Wisconsin
$290K +$305K +5,156 New
GAM
983
Groupama Asset Management
France
$290K +$7.99K +135 +3%
PIP
984
Philadelphia Investment Partners
New Jersey
$290K +$305K +5,148 New
CAM
985
Covenant Asset Management
New Jersey
$287K
B
986
Bailard
California
$286K -$1.36K -23 -0.5%
TBC
987
Ted Buchan & Co
California
$285K
SMCM
988
Sky-Mountain Capital Management
Idaho
$285K
ATPW
989
Ashton Thomas Private Wealth
Arizona
$284K +$299K +5,049 New
DS
990
DRW Securities
Illinois
$284K -$297K -5,024 -50%
SFP
991
Sterling Financial Planning
New Jersey
$283K
LGF
992
LGT Group Foundation
Liechtenstein
$282K +$592 +10 +0.2%
CHAM
993
Clear Harbor Asset Management
Connecticut
$282K -$5.92K -100 -2%
CH
994
Canton Hathaway
Rhode Island
$282K
AM
995
AGF Management
Ontario, Canada
$281K -$3.43K -58 -1%
TCWA
996
Turtle Creek Wealth Advisors
Texas
$281K +$295K +4,988 New
AF
997
Arrow Financial
New York
$280K
AG
998
AlTi Global
New York
$279K +$293K +4,958 New
SL
999
Sentinus LLC
Illinois
$278K +$292K +4,932 New
SC
1000
SouthState Corp
Florida
$277K -$18.1K -305 -6%