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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
NF
1101
Napier Financial
Massachusetts
$304K -$3.27K -50 -1%
PAS
1102
PKS Advisory Services
New York
$304K -$48.3K -739 -15%
EGWAG
1103
Elwood & Goetz Wealth Advisory Group
Georgia
$304K +$327 +5 +0.1%
WA
1104
Waddell & Associates
Tennessee
$304K +$271K +4,140 New
BW
1105
BIP Wealth
Georgia
$303K +$270K +4,130 New
DWM
1106
Drive Wealth Management
Utah
$303K +$270K +4,125 New
PCM
1107
Polymer Capital Management
New York
$302K +$269K +4,119 New
WC
1108
Waterloo Capital
Texas
$300K +$268K +4,096 New
JEST
1109
JTC Employer Solutions Trustee
Jersey
$300K +$523 +8 +0.2%
VEM
1110
Vann Equity Management
Texas
$299K +$5.49K +84 +2%
MFS
1111
Madrona Financial Services
Washington
$299K +$266K +4,076 New
GCP
1112
GSA Capital Partners
United Kingdom
$297K +$264K +4,045 New
SCM
1113
Sterling Capital Management
North Carolina
$297K +$95.7K +1,464 +57%
RRA
1114
Round Rock Advisors
Connecticut
$296K +$654 +10 +0.2%
UAS
1115
United Asset Strategies
New York
$294K +$262K +4,003 New
MWP
1116
Madison Wealth Partners
Wisconsin
$294K +$3.33K +51 +1%
CST
1117
Charles Schwab Trust
Nevada
$293K +$261K +4,000 New
IFU
1118
iSAM Funds (UK)
United Kingdom
$293K +$261K +4,000 New
CWG
1119
Cornerstone Wealth Group
North Carolina
$293K +$9.41K +144 +4%
Cohen & Steers
1120
Cohen & Steers
New York
$293K – – –
WC
1121
Westerkirk Capital
$293K – – –
IIC
1122
Ironwood Investment Counsel
Arizona
$290K -$16.7K -255 -6%
PA
1123
Procyon Advisors
Connecticut
$289K +$523 +8 +0.2%
MWM
1124
Modern Wealth Management
Kansas
$289K +$257K +3,935 New
MW
1125
MBL Wealth
North Carolina
$286K +$255K +3,901 New