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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$989K +$92.9K +2,075 +11%
QI
502
Qtron Investments
Massachusetts
$966K +$499K +11,141 +112%
QPW
503
Quantum Private Wealth
Florida
$958K – – –
FI
504
Fractal Investments
Connecticut
$956K – – –
LCM
505
Liberty Capital Management
Michigan
$953K -$9.8K -219 -1%
CG
506
Caprock Group
Idaho
$946K +$77K +1,720 +9%
AIM
507
AHL Investment Management
Florida
$929K -$29.1K -650 -3%
KIA
508
Kraematon Investment Advisors
Massachusetts
$925K -$96.1K -2,148 -10%
PAM
509
Panagora Asset Management
Massachusetts
$922K -$662K -14,792 -42%
CIA
510
Choate Investment Advisors
Massachusetts
$915K -$175K -3,906 -16%
AC
511
Abbrea Capital
California
$915K -$2.46K -55 -0.3%
CCS
512
Concentric Capital Strategies
Connecticut
$915K +$895K +20,000 New
CG
513
Colony Group
Massachusetts
$914K -$285K -6,367 -24%
RGC
514
Roberts, Glore & Co
Illinois
$911K -$33.6K -750 -4%
KA
515
Kintegral Advisory
New York
$910K -$47.8K -1,068 -5%
VI
516
Vestcor Inc
New Brunswick, Canada
$909K -$4.12K -92 -0.5%
OIA
517
OneDigital Investment Advisors
Kansas
$908K +$34.5K +770 +4%
LD
518
Lipe & Dalton
New York
$907K -$21.7K -484 -2%
LFG
519
Lazard Frères Gestion
France
$903K -$17.9K -400 -2%
PA
520
Pinnacle Associates
New York
$894K +$70.8K +1,581 +9%
BRWA
521
B. Riley Wealth Advisors
Florida
$891K -$298K -6,668 -25%
SPC
522
Sigma Planning Corp
Michigan
$883K -$29.3K -655 -3%
TBA
523
Tower Bridge Advisors
Pennsylvania
$877K -$15.9K -355 -2%
BG
524
Bollard Group
Massachusetts
$877K – – –
USAA
525
United Services Automobile Association
Texas
$875K -$546K -12,203 -39%
19 20
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