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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1101
Drive Wealth Management
Utah
$303K +$270K +4,125 New
PCM
1102
Polymer Capital Management
New York
$302K +$269K +4,119 New
WC
1103
Waterloo Capital
Texas
$300K +$268K +4,096 New
JEST
1104
JTC Employer Solutions Trustee
Jersey
$300K +$523 +8 +0.2%
VEM
1105
Vann Equity Management
Texas
$299K +$5.49K +84 +2%
MFS
1106
Madrona Financial Services
Washington
$299K +$266K +4,076 New
GCP
1107
GSA Capital Partners
United Kingdom
$297K +$264K +4,045 New
SCM
1108
Sterling Capital Management
North Carolina
$297K +$95.7K +1,464 +57%
RRA
1109
Round Rock Advisors
Connecticut
$296K +$654 +10 +0.2%
UAS
1110
United Asset Strategies
New York
$294K +$262K +4,003 New
MWP
1111
Madison Wealth Partners
Wisconsin
$294K +$3.33K +51 +1%
CST
1112
Charles Schwab Trust
Nevada
$293K +$261K +4,000 New
IFU
1113
iSAM Funds (UK)
United Kingdom
$293K +$261K +4,000 New
CWG
1114
Cornerstone Wealth Group
North Carolina
$293K +$9.41K +144 +4%
Cohen & Steers
1115
Cohen & Steers
New York
$293K
WC
1116
Westerkirk Capital
$293K
IIC
1117
Ironwood Investment Counsel
Arizona
$290K -$16.7K -255 -6%
PA
1118
Procyon Advisors
Connecticut
$289K +$523 +8 +0.2%
MWM
1119
Modern Wealth Management
Kansas
$289K +$257K +3,935 New
MW
1120
MBL Wealth
North Carolina
$286K +$255K +3,901 New
TNB
1121
Thomasville National Bank
Georgia
$286K +$255K +3,898 New
PCA
1122
Peddock Capital Advisors
Massachusetts
$285K
HR
1123
Howe & Rusling
New York
$283K +$18.8K +288 +8%
AU
1124
AlphaGrep UK
$282K +$252K +3,850 New
NHT
1125
New Hampshire Trust
New Hampshire
$281K +$250K +3,832 New