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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
601
GYL Financial Synergies
Connecticut
$639K +$15.9K +337 +2%
IRF
602
IBM Retirement Fund
New York
$636K -$28.3K -602 -4%
SNBOSD
603
Security National Bank of So Dak
Iowa
$635K +$1.88K +40 +0.3%
ACM
604
Allred Capital Management
Texas
$634K -$1.88K -40 -0.3%
WG
605
Winton Group
United Kingdom
$633K -$614K -13,039 -49%
CC
606
Chicago Capital
Illinois
$633K +$36K +765 +6%
RMC
607
Resources Management Corp
Connecticut
$632K -$246K -5,219 -27%
WWM
608
Western Wealth Management
Colorado
$632K +$315K +6,691 +94%
MIS
609
Morningstar Investment Services
Illinois
$631K +$81.4K +1,728 +15%
OPPTF
610
OPSEU Pension Plan Trust Fund
Ontario, Canada
$630K +$10.6K +225 +2%
HIC
611
Holderness Investments Company
North Carolina
$627K +$11.5K +245 +2%
KWM
612
Kingsview Wealth Management
Oregon
$627K -$30.4K -645 -5%
AIM
613
AHL Investment Management
Florida
$620K -$7.54K -160 -1%
AMIM
614
Aull & Monroe Investment Management
Alabama
$617K -$2.35K -50 -0.4%
MGP
615
Metis Global Partners
California
$617K +$277K +5,880 +78%
TW
616
Transform Wealth
Colorado
$616K +$28K +594 +5%
TTWM
617
TCV Trust & Wealth Management
Virginia
$614K -$65.9K -1,400 -9%
TW
618
TrinityPoint Wealth
Connecticut
$614K -$16.7K -355 -3%
BFA
619
Benedict Financial Advisors
Georgia
$613K -$1.37K -29 -0.2%
PCM
620
Penserra Capital Management
California
$612K -$107K -2,276 -15%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$605K +$19.1K +406 +3%
CB
622
Community Bank
New York
$605K +$196K +4,152 +46%
JAG
623
Journey Advisory Group
Kentucky
$604K -$33K -700 -5%
JWCA
624
J.W. Cole Advisors
Florida
$601K -$1.27K -27 -0.2%
GIM
625
Groesbeck Investment Management
New Jersey
$600K – – –
23 24
25
26 27