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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1001
IHT Wealth Management
Illinois
$289K +$58.1K +946 +26%
HW
1002
Hancock Whitney
Mississippi
$289K -$614 -10 -0.2%
AFG
1003
Atomi Financial Group
New York
$288K +$52.7K +858 +23%
MCA
1004
MSH Capital Advisors
Arizona
$287K -$13.6K -222 -5%
BST
1005
Bath Savings Trust
Maine
$287K – – –
OIA
1006
Optimum Investment Advisors
Illinois
$287K – – –
CAAS
1007
Capital Asset Advisory Services
Michigan
$285K -$24K -391 -8%
ACP
1008
Aveo Capital Partners
Colorado
$284K -$15.7K -255 -5%
CH
1009
Canton Hathaway
Rhode Island
$284K +$30.7K +500 +13%
GDP
1010
Great Diamond Partners
Maine
$284K – – –
LFAS
1011
Level Four Advisory Services
Texas
$283K -$34.9K -568 -11%
ATC
1012
Adirondack Trust Company
New York
$282K – – –
CCA
1013
Childress Capital Advisors
Texas
$281K -$184 -3 -0.1%
OPCM
1014
Osborne Partners Capital Management
California
$281K -$21.6K -351 -7%
CFGS
1015
Concourse Financial Group Securities
Alabama
$281K +$430 +7 +0.2%
FAFN
1016
First Affirmative Financial Network
Colorado
$279K +$6.26K +102 +2%
LB
1017
Legacy Bridge
Iowa
$275K – – –
GD
1018
Grandfield & Dodd
New York
$275K – – –
SSWM
1019
Sheets Smith Wealth Management
North Carolina
$274K +$61 +1 +0%
CCG
1020
Catalina Capital Group
California
$273K -$491 -8 -0.2%
RCAG
1021
Rehmann Capital Advisory Group
Michigan
$273K -$4.42K -72 -2%
WIC
1022
Wilkins Investment Counsel
Massachusetts
$273K – – –
WANY
1023
Wealthspire Advisors (New York)
New York
$272K -$267K -4,346 -50%
AWM
1024
Aberdeen Wealth Management
Illinois
$271K -$6.14K -100 -2%
Federated Hermes
1025
Federated Hermes
Pennsylvania
$271K -$8.78K -143 -3%