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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Angeles Wealth Management
California
$276K +$19.5K +330 +7%
PAS
1002
PKS Advisory Services
New York
$275K -$8.29K -140 -3%
GAG
1003
GM Advisory Group
New York
$275K +$1.72K +29 +0.6%
KF
1004
Krilogy Financial
Missouri
$275K -$11.1K -188 -4%
KCM
1005
KRS Capital Management
Michigan
$274K -$26.8K -452 -8%
KAM
1006
Knightsbridge Asset Management
California
$272K +$286K +4,837 New
PWM
1007
Pines Wealth Management
North Carolina
$272K +$11K +185 +4%
MP
1008
McDonald Partners
Ohio
$271K -$33.4K -565 -11%
MPPW
1009
Mitchell & Pahl Private Wealth
Oklahoma
$270K -$2.6K -44 -0.9%
DOA
1010
D'Orazio & Associates
Virginia
$270K +$9.95K +168 +4%
Financial Engines Advisors
1011
Financial Engines Advisors
California
$268K -$45.6K -771 -14%
DCM
1012
Donaldson Capital Management
Indiana
$267K -$7.4K -125 -3%
VA
1013
Valmark Advisers
Ohio
$266K +$40.6K +686 +17%
GIM
1014
Groesbeck Investment Management
New Jersey
$266K
HFP
1015
Holistic Financial Partners
Indiana
$265K +$13.5K +228 +5%
EWM
1016
Endowment Wealth Management
Wisconsin
$265K +$3.97K +67 +1%
HWA
1017
HCR Wealth Advisors
California
$264K +$1.13K +19 +0.4%
FCM
1018
Fire Capital Management
California
$264K
WPW
1019
Waldron Private Wealth
Pennsylvania
$263K +$11.8K +200 +4%
WEG
1020
World Equity Group
Illinois
$263K +$277K +4,674 New
RA
1021
RFG Advisory
Alabama
$263K -$241K -4,067 -47%
PWP
1022
Ponta Wealth Partners
Florida
$262K +$12.3K +208 +5%
MAG
1023
Meadowbrook Advisors Group
New Jersey
$260K +$4.62K +78 +2%
CFAM
1024
Center For Asset Management
Florida
$259K -$54.3K -918 -17%
NECFA
1025
New England Capital Financial Advisors
Connecticut
$259K -$10K -169 -4%