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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
AE Wealth Management
Kansas
$1.12M +$35.7K +663 +3%
VLC
502
Van Leeuwen & Company
New Jersey
$1.11M -$56.5K -1,050 -5%
RGC
503
Roberts, Glore & Co
Illinois
$1.11M -$10.2K -190 -0.9%
PWM
504
Perigon Wealth Management
California
$1.11M +$10.5K +196 +0.9%
MCM
505
MAI Capital Management
Ohio
$1.11M +$33.6K +625 +3%
FCI
506
Financial Counselors Inc
Kansas
$1.11M +$3.01K +56 +0.3%
WIM
507
Wilen Investment Management
Florida
$1.11M – – –
ARC
508
Advisor Resource Council
Texas
$1.1M -$1.97M -36,675 -63%
JIC
509
Johnson Investment Counsel
Ohio
$1.1M +$57.6K +1,070 +5%
SFFS
510
Stonehage Fleming Financial Services
Jersey
$1.09M – – –
SAM
511
Selway Asset Management
$1.08M +$32.3K +600 +3%
STAS
512
Strong Tower Advisory Services
Minnesota
$1.08M +$1.14M +21,208 New
AAM
513
Aureus Asset Management
Massachusetts
$1.07M – – –
WDA
514
Wendell David Associates
New Hampshire
$1.07M +$33.4K +620 +3%
AC
515
Abbrea Capital
California
$1.05M – – –
ACM
516
AlphaCrest Capital Management
New York
$1.05M +$1.09M +20,210 New
CIA
517
Choate Investment Advisors
Massachusetts
$1.04M -$6.46K -120 -0.6%
SAM
518
Seelaus Asset Management
New Jersey
$1.04M -$538 -10 -0%
LD
519
Lipe & Dalton
New York
$1.03M -$28.7K -534 -3%
SF
520
Symphony Financial
Texas
$1.03M +$1.04M +19,406 New
LFA
521
Legend Financial Advisors
Pennsylvania
$1.02M +$1.07M +19,809 New
CT
522
Caldwell Trust
Florida
$1.02M +$23.9K +444 +2%
APA
523
American Portfolios Advisors
New York
$1.02M +$34.1K +633 +3%
ECM
524
Everence Capital Management
Indiana
$1.01M – – –
GL
525
Graypoint LLC
New York
$1M -$25.2K -468 -2%
19 20
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