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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
1001
Tennessee Valley Asset Management Partners
Tennessee
$268K -$258K -4,592 -50%
OWM
1002
OneAscent Wealth Management
Alabama
$268K +$259K +4,611 New
FP
1003
Financial Perspectives
Minnesota
$268K +$15.2K +271 +6%
CIC
1004
Crawford Investment Counsel
Georgia
$267K +$52.8K +940 +26%
HW
1005
Hancock Whitney
Mississippi
$267K -$4.5K -80 -2%
BST
1006
Bath Savings Trust
Maine
$264K -$14.9K -265 -6%
OIA
1007
Optimum Investment Advisors
Illinois
$264K – – –
APP
1008
Avantax Planning Partners
Iowa
$263K -$116K -2,072 -31%
DTC
1009
Davidson Trust Company
Washington
$262K – – –
GDP
1010
Great Diamond Partners
Maine
$262K – – –
ATC
1011
Adirondack Trust Company
New York
$260K – – –
CCA
1012
Childress Capital Advisors
Texas
$259K -$13.8K -246 -5%
Federated Hermes
1013
Federated Hermes
Pennsylvania
$258K -$5.62K -100 -2%
CFGS
1014
Concourse Financial Group Securities
Alabama
$257K -$8.77K -156 -3%
GC
1015
Gratus Capital
Georgia
$257K – – –
SIM
1016
Sentry Investment Management
Wisconsin
$256K – – –
CWM
1017
Congress Wealth Management
Massachusetts
$256K -$69.4K -1,236 -22%
MF
1018
Montis Financial
Massachusetts
$256K -$7.3K -130 -3%
RCAG
1019
Rehmann Capital Advisory Group
Michigan
$256K +$247K +4,400 New
AWM
1020
Aberdeen Wealth Management
Illinois
$256K – – –
RAM
1021
Riggs Asset Management
Pennsylvania
$256K -$56.2K -1,000 -19%
MCM
1022
Manchester Capital Management
Vermont
$255K +$10.1K +180 +4%
LB
1023
Legacy Bridge
Iowa
$254K -$9.33K -166 -4%
GD
1024
Grandfield & Dodd
New York
$253K -$3.37K -60 -1%
SSWM
1025
Sheets Smith Wealth Management
North Carolina
$252K +$30.9K +550 +15%