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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Madison Wealth Management
Ohio
$210K -$6.78K -126 -3%
MFW
1002
Meristem Family Wealth
Minnesota
$210K +$218K +4,050 New
WC
1003
Whitney & Co
New York
$210K +$218K +4,052 New
RWA
1004
Redhawk Wealth Advisors
Minnesota
$209K -$4.95K -92 -2%
IIM
1005
InTrack Investment Management
Vermont
$209K +$216K +4,005 New
GDP
1006
Great Diamond Partners
Maine
$209K +$217K +4,039 New
RB
1007
Rodgers Brothers
Pennsylvania
$208K -$22.9K -425 -10%
HWA
1008
HCR Wealth Advisors
California
$208K +$216K +4,011 New
CW
1009
CreativeOne Wealth
Kansas
$208K +$217K +4,027 New
EH
1010
Equitable Holdings
New York
$207K -$102K -1,903 -32%
CIC
1011
Crawford Investment Counsel
Georgia
$207K -$93.7K -1,742 -30%
MCM
1012
Manchester Capital Management
Vermont
$207K -$5.38K -100 -2%
SFG
1013
Summit Financial Group
West Virginia
$207K +$215K +4,004 New
AWP
1014
Abacus Wealth Partners
California
$206K +$215K +3,986 New
AT
1015
Arden Trust
Delaware
$206K -$190K -3,531 -47%
FWIA
1016
Fort Washington Investment Advisors
Ohio
$206K -$10.8K -200 -5%
FMW
1017
Farr Miller & Washington
District of Columbia
$206K +$214K +3,975 New
CB
1018
Cadence Bank
Mississippi
$205K +$213K +3,961 New
FA
1019
Financial Advisors
Massachusetts
$205K +$213K +3,966 New
LFAS
1020
Level Four Advisory Services
Texas
$204K -$403K -7,480 -65%
WA
1021
Waverly Advisors
Alabama
$203K
PPW
1022
Parcion Private Wealth
Washington
$202K +$204K +3,789 New
NFC
1023
Northeast Financial Consultants
Connecticut
$202K +$210K +3,901 New
PAG
1024
Private Advisory Group
Washington
$201K +$209K +3,878 New
FMTCOCP
1025
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$192K