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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
501
Simplicity Wealth
New Jersey
$1.87M +$1.67M +25,557 New
BMSSC
502
B. Metzler seel. Sohn & Co
Germany
$1.87M +$31.4K +481 +2%
WSFS
503
Wilmington Savings Fund Society
Delaware
$1.86M +$106K +1,623 +7%
SC
504
Stance Capital
Massachusetts
$1.86M +$27.3K +418 +2%
BEI
505
Benjamin Edwards Inc
Missouri
$1.86M -$48.6K -744 -3%
CIA
506
Concurrent Investment Advisors
Florida
$1.85M +$64.4K +986 +4%
CWA
507
Clarus Wealth Advisors
Arizona
$1.85M +$63.9K +978 +4%
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$1.84M -$7.06K -108 -0.4%
CA
509
Clearstead Advisors
Ohio
$1.83M -$13.9K -212 -0.8%
PCS
510
Personal CFO Solutions
New Jersey
$1.83M +$15.8K +241 +1%
KA
511
Kintegral Advisory
New York
$1.81M – – –
MWM
512
Modera Wealth Management
New Jersey
$1.81M -$18K -276 -1%
IAS
513
IMA Advisory Services
Colorado
$1.81M -$48.7K -745 -3%
MAS
514
Meeder Advisory Services
Ohio
$1.8M +$15.4K +236 +1%
FTUS
515
Flow Traders U.S.
New York
$1.79M +$877K +13,419 +123%
BC
516
Brookfield Corp
Ontario, Canada
$1.78M -$428K -6,541 -21%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$1.78M +$107K +1,637 +7%
TPCW
518
TD Private Client Wealth
New York
$1.77M -$201K -3,068 -11%
RI
519
Ridgewood Investments
New Jersey
$1.77M +$180K +2,751 +13%
SCTC
520
Sanibel Captiva Trust Company
Florida
$1.76M -$7.71K -118 -0.5%
LOAMS
521
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.73M -$229K -3,500 -13%
MSA
522
MUFG Securities Americas
New York
$1.72M +$116K +1,775 +8%
NDSIB
523
North Dakota State Investment Board
North Dakota
$1.71M +$39.3K +601 +3%
GT
524
Glenview Trust
Kentucky
$1.71M -$126K -1,934 -8%
CIC
525
Carnegie Investment Counsel
Ohio
$1.71M -$158K -2,417 -9%
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