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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
551
Advisory Services Network
Georgia
$815K +$11.9K +270 +2%
PA
552
Parallel Advisors
California
$813K -$23.9K -544 -3%
BIM
553
Baldwin Investment Management
Pennsylvania
$807K +$57.2K +1,300 +9%
WPC
554
Wedmont Private Capital
Pennsylvania
$802K -$55.2K -1,255 -8%
TCOT
555
Trust Company of Toledo
Ohio
$801K +$2.64K +60 +0.4%
IP
556
Intellectus Partners
California
$800K +$706K +16,042 New
WS
557
Wedbush Securities
California
$794K +$15K +342 +2%
BOH
558
Bank of Hawaii
Hawaii
$786K -$1.98K -45 -0.3%
TBA
559
Tower Bridge Advisors
Pennsylvania
$784K -$150K -3,415 -18%
PFS
560
Prospera Financial Services
Texas
$780K +$13.6K +308 +2%
TWA
561
Trellis Wealth Advisors
California
$770K +$46.2K +1,051 +7%
CIA
562
Cascade Investment Advisors
Oregon
$768K +$662K +15,045 +3,643%
PCM
563
Penserra Capital Management
California
$767K +$243K +5,525 +56%
PCM
564
Prelude Capital Management
New York
$767K +$679K +15,423 New
AIMCA
565
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$766K -$72K -1,637 -10%
SC
566
Scotia Capital
Ontario, Canada
$761K +$6.42K +146 +1%
UB
567
UMB Bank
Missouri
$756K -$21.8K -495 -3%
TW
568
TrinityPoint Wealth
Connecticut
$753K +$14.1K +321 +2%
ECM
569
Estabrook Capital Management
New York
$753K -$1.54K -35 -0.2%
MA
570
Montag & Associates
Georgia
$753K +$3.96K +90 +0.6%
PTCG
571
Pring Turner Capital Group
California
$753K – – –
BRWA
572
B. Riley Wealth Advisors
Florida
$750K -$195K -4,429 -23%
CWM
573
Compass Wealth Management
Connecticut
$737K -$26.8K -610 -4%
EM
574
ELCO Management
New York
$736K -$14.7K -335 -2%
SF
575
Symphony Financial
Texas
$735K +$60.7K +1,379 +10%
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