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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
601
Crestwood Advisors Group
Massachusetts
$489K -$28.5K -724 -5%
SB
602
Simmons Bank
Arkansas
$487K -$22.8K -579 -4%
CT
603
Cambridge Trust
Massachusetts
$487K +$25.3K +643 +5%
BFA
604
Benedict Financial Advisors
Georgia
$485K +$4.49K +114 +0.8%
NA
605
NewEdge Advisors
Louisiana
$482K -$781K -19,821 -59%
S
606
SignatureFD
Georgia
$478K +$91.8K +2,330 +21%
AC
607
Avestar Capital
New York
$477K +$166K +4,204 +46%
TC
608
TownSquare Capital
Utah
$475K +$226K +5,734 +75%
MFA
609
Mayflower Financial Advisors
Massachusetts
$473K +$64.3K +1,634 +14%
PIM
610
Penobscot Investment Management
Massachusetts
$470K -$177K -4,500 -25%
JWCA
611
J.W. Cole Advisors
Florida
$467K +$3.15K +80 +0.6%
BFA
612
Bragg Financial Advisors
North Carolina
$464K -$39.8K -1,011 -7%
EM
613
Excalibur Management
Massachusetts
$463K – – –
WANY
614
Wealthspire Advisors (New York)
New York
$463K +$512K +13,009 New
HIC
615
Holderness Investments Company
North Carolina
$462K -$3.46K -88 -0.7%
TW
616
Transform Wealth
Colorado
$461K -$3.07K -78 -0.6%
SYBT
617
Stock Yards Bank & Trust
Kentucky
$461K – – –
FC
618
Forte Capital
New York
$460K -$1.77K -45 -0.3%
WAM
619
Werlinich Asset Management
Connecticut
$459K – – –
MIC
620
Means Investment Company
Maine
$456K +$39 +1 +0%
TWC
621
TD Waterhouse Canada
Ontario, Canada
$456K -$27.4K -695 -5%
CWM
622
CIBC World Markets
New York
$454K -$1.83M -46,446 -78%
JAG
623
Journey Advisory Group
Kentucky
$452K -$37.3K -948 -7%
TSWM
624
Triangle Securities Wealth Management
North Carolina
$446K -$55.1K -1,400 -10%
MGP
625
Metis Global Partners
California
$444K -$7.96K -202 -2%
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