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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1301
Trifecta Capital Advisors
Illinois
$1.71K – – –
BWL
1302
Bogart Wealth LLC
Virginia
$1.55K – – –
GWMI
1303
Guardian Wealth Management (Illinois)
Illinois
$1.37K – – –
HWM
1304
HighMark Wealth Management
Minnesota
$1.1K – – –
PCTC
1305
Perkins Coie Trust Company
Washington
$1.05K +$1.05K +19 New
HFS
1306
HBC Financial Services
Washington
$1K – – –
TFA
1307
Transamerica Financial Advisors
Florida
$1K – – –
AW
1308
Avion Wealth
Texas
$1K +$1.05K +19 +158%
TWD
1309
True Wealth Design
Ohio
$939 -$983K -17,856 -100%
TWP
1310
TFO Wealth Partners
Ohio
$895 – – –
RA
1311
Rise Advisors
New York
$862 – – –
PA
1312
PSI Advisors
Florida
$331 – – –
HWP
1313
Highline Wealth Partners
California
$167 – – –
Optiver Holding
1314
Optiver Holding
Netherlands
$55 +$55 +1 New
CET
1315
Clean Energy Transition
United Kingdom
– -$50.6M -1,017,452 Closed
CCM
1316
Causeway Capital Management
California
– -$37.5M -754,096 Closed
VRS
1317
Virginia Retirement Systems
Virginia
– -$20.8M -419,106 Closed
NIG
1318
NFJ Investment Group
Texas
– -$12.1M -243,692 Closed
CF
1319
Canoe Financial
Alberta, Canada
– -$9.95M -200,050 Closed
PG
1320
Prostatis Group
Maryland
– -$150K -149,727 Closed
KWILP
1321
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$5.04M -101,291 Closed
V
1322
Veritable
Delaware
– -$2.24M -45,060 Closed
ZIG
1323
Zurich Insurance Group
Switzerland
– -$1.76M -35,500 Closed
MHS
1324
M Holdings Securities
Oregon
– -$1.62M -32,593 Closed
SGI
1325
Summit Global Investments
Utah
– -$1.55M -31,130 Closed