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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
BST
1026
Bath Savings Trust
Maine
$311K – – –
OIA
1027
Optimum Investment Advisors
Illinois
$311K – – –
TNB
1028
Thomasville National Bank
Georgia
$310K -$20.6K -273 -6%
CCA
1029
Childress Capital Advisors
Texas
$310K -$1.21K -16 -0.4%
TVAMP
1030
Tennessee Valley Asset Management Partners
Tennessee
$309K +$17.6K +234 +5%
GDP
1031
Great Diamond Partners
Maine
$307K – – –
WN
1032
Williams & Novak
California
$307K +$339K +4,499 New
Financial Engines Advisors
1033
Financial Engines Advisors
California
$307K +$339K +4,491 New
HWA
1034
HCR Wealth Advisors
California
$306K -$151K -2,000 -31%
Los Angeles Capital Management
1035
Los Angeles Capital Management
California
$305K -$40.2M -533,309 -99%
JAG
1036
Journey Advisory Group
Kentucky
$305K – – –
WANY
1037
Wealthspire Advisors (New York)
New York
$305K +$12.1K +161 +4%
DLA
1038
Douglas Lane & Associates
New York
$304K -$70.8K -938 -17%
OPCM
1039
Osborne Partners Capital Management
California
$304K – – –
SWA
1040
Stratos Wealth Advisors
Ohio
$304K -$32.7K -433 -9%
CIC
1041
Crawford Investment Counsel
Georgia
$304K – – –
BMM
1042
Berkshire Money Management
Massachusetts
$302K +$334K +4,429 New
SL
1043
Sentry LLC
Tennessee
$301K -$18.9K -250 -5%
DWM
1044
Dorchester Wealth Management
Quebec, Canada
$300K – – –
AWM
1045
Angeles Wealth Management
California
$299K +$31.5K +418 +11%
LB
1046
Legacy Bridge
Iowa
$298K – – –
BW
1047
BIP Wealth
Georgia
$297K -$62.6K -830 -16%
SSWM
1048
Sheets Smith Wealth Management
North Carolina
$296K – – –
CCWM
1049
Cassaday & Co Wealth Management
Virginia
$296K +$14.2K +188 +5%
TFM
1050
TFC Financial Management
Massachusetts
$296K +$32.3K +428 +11%