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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
601
Penobscot Investment Management
Massachusetts
$846K – – –
EM
602
ELCO Management
New York
$846K – – –
HI
603
Horizon Investments
North Carolina
$845K -$955 -17 -0.1%
TW
604
TrinityPoint Wealth
Connecticut
$840K -$6.63K -118 -0.8%
LNC
605
Lincoln National Corp
Pennsylvania
$839K +$39.2K +697 +5%
BHWM
606
Bar Harbor Wealth Management
New Hampshire
$837K +$256K +4,560 +46%
AAM
607
AR Asset Management
California
$837K – – –
CHC
608
City Holding Co
West Virginia
$836K -$24.7K -440 -3%
QWP
609
Quotient Wealth Partners
Texas
$833K -$69.9K -1,244 -8%
ECM
610
Estabrook Capital Management
New York
$828K -$38.8K -690 -5%
PCIA
611
Prime Capital Investment Advisors
Kansas
$823K +$2.08K +37 +0.3%
TCOT
612
Trust Company of Toledo
Ohio
$822K -$30.2K -538 -4%
CIA
613
Choate Investment Advisors
Massachusetts
$817K -$337K -5,999 -30%
EM
614
Excalibur Management
Massachusetts
$811K +$3.26K +58 +0.4%
MFIM
615
Mesirow Financial Investment Management
Illinois
$807K +$45.5K +809 +6%
KWM
616
Kingsview Wealth Management
Oregon
$806K +$57.5K +1,023 +8%
RPC
617
Rossmore Private Capital
Connecticut
$801K – – –
IGGA
618
Iron Gate Global Advisors
Utah
$798K +$618 +11 +0.1%
HWM
619
Hohimer Wealth Management
Washington
$797K -$460K -8,184 -37%
PP
620
Prudential plc
United Kingdom
$796K -$1.43M -25,374 -65%
CC
621
Centiva Capital
New York
$796K +$769K +13,690 New
PA
622
Profund Advisors
Maryland
$796K +$141K +2,516 +23%
1WM
623
1858 Wealth Management
Ohio
$790K – – –
ASN
624
Advisory Services Network
Georgia
$787K -$3.26K -58 -0.4%
BP
625
Ballentine Partners
Massachusetts
$786K +$200K +3,556 +36%
23 24
25
26 27