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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
551
Davis Investment Partners
North Carolina
$742K – – –
ASN
552
Advisory Services Network
Georgia
$738K +$109K +2,433 +18%
TMAM
553
Tokio Marine Asset Management
Japan
$737K +$116K +2,582 +19%
TCOT
554
Trust Company of Toledo
Ohio
$735K -$7.61K -170 -1%
BOH
555
Bank of Hawaii
Hawaii
$726K +$349K +7,790 +97%
UB
556
UMB Bank
Missouri
$718K -$30.5K -682 -4%
MME
557
Meag Munich Ergo
Germany
$717K +$701K +15,669 New
MAS
558
Meeder Advisory Services
Ohio
$716K +$39.6K +885 +6%
WS
559
Wedbush Securities
California
$715K -$75.5K -1,686 -10%
NAS
560
Nicolet Advisory Services
Wisconsin
$710K +$9.89K +221 +1%
HSA
561
Hussman Strategic Advisors
Maryland
$709K +$694K +15,500 New
TNA
562
True North Advisors
Texas
$708K -$940 -21 -0.1%
CWM
563
Compass Wealth Management
Connecticut
$706K – – –
PFS
564
Prospera Financial Services
Texas
$704K +$4.83K +108 +0.7%
WSFS
565
Wilmington Savings Fund Society
Delaware
$699K -$19.2K -430 -3%
PAS
566
Park Avenue Securities
New York
$697K +$34.2K +764 +5%
ECM
567
Estabrook Capital Management
New York
$695K -$9.85K -220 -1%
SC
568
Scotia Capital
Ontario, Canada
$694K -$126K -2,811 -16%
PTCG
569
Pring Turner Capital Group
California
$693K – – –
EM
570
ELCO Management
New York
$693K +$5.82K +130 +0.9%
MA
571
Montag & Associates
Georgia
$686K -$40.3K -900 -6%
WPC
572
Wedmont Private Capital
Pennsylvania
$683K +$68.5K +1,531 +10%
BIM
573
Baldwin Investment Management
Pennsylvania
$683K – – –
TW
574
TrinityPoint Wealth
Connecticut
$679K +$6.71K +150 +1%
CWP
575
Curated Wealth Partners
California
$679K -$27.4K -613 -4%
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