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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1101
Atlantic Edge Private Wealth Management
Florida
$177K +$163K +3,083 New
CSC
1102
Caldwell Sutter Capital
California
$174K -$476 -9 -0.3%
HIA
1103
Harbor Investment Advisory
Maryland
$174K – – –
BONH
1104
Bank of New Hampshire
New Hampshire
$170K – – –
DMBA
1105
Deseret Mutual Benefit Administrators
Utah
$169K -$67.1K -1,268 -30%
JWA
1106
JFS Wealth Advisors
Pennsylvania
$167K +$33.4K +632 +28%
BTI
1107
Blue Trust Inc
Georgia
$165K +$71.8K +1,357 +84%
MPWT
1108
MassMutual Private Wealth & Trust
Connecticut
$163K -$16.6K -314 -10%
CCMW
1109
Cypress Capital Management (Wyoming)
Wyoming
$161K -$52.9K -1,000 -26%
BSB
1110
Bangor Savings Bank
Maine
$159K – – –
MFG
1111
Mendota Financial Group
Wisconsin
$159K +$146K +2,764 New
ACA
1112
Atlas Capital Advisors
Wyoming
$157K – – –
LCM
1113
Logan Capital Management
Pennsylvania
$155K – – –
FCA
1114
FinTrust Capital Advisors
South Carolina
$153K -$4.45K -84 -3%
AA
1115
Alta Advisers
United Kingdom
$149K – – –
FFA
1116
First Foundation Advisors
California
$147K -$163K -3,088 -55%
SC
1117
Steph & Co
Wisconsin
$145K – – –
CNBTD
1118
Citizens National Bank Trust Department
Mississippi
$144K – – –
AWM
1119
AllSquare Wealth Management
New York
$141K – – –
GWM
1120
Geneos Wealth Management
Colorado
$141K -$12.2K -231 -9%
HDIM
1121
Hanson & Doremus Investment Management
Vermont
$139K – – –
PWM
1122
Partnership Wealth Management
Maryland
$138K +$134K +2,528 New
SFCL
1123
Strengthening Families & Communities LLC
Massachusetts
$137K +$423 +8 +0.3%
CSB
1124
City State Bank
Iowa
$134K -$5.56K -105 -4%
EBA
1125
Eagle Bay Advisors
New York
$132K +$6.3K +119 +5%