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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
626
Werlinich Asset Management
Connecticut
$728K -$26.8K -506 -4%
PCM
627
Penserra Capital Management
California
$727K -$120K -2,275 -15%
BFA
628
Bragg Financial Advisors
North Carolina
$723K +$11.8K +223 +2%
SPA
629
Sherbrooke Park Advisers
New York
$720K +$664K +12,540 New
VSQM
630
V-Square Quantitative Management
Illinois
$719K +$194K +3,670 +42%
CWP
631
Core Wealth Partners
California
$716K -$15.6K -295 -2%
WB
632
Webster Bank
Connecticut
$713K +$5.29K +100 +0.8%
QCG
633
Quadrant Capital Group
Ohio
$712K +$77.9K +1,472 +13%
GM
634
GeoWealth Management
Illinois
$698K +$643K +12,148 New
WSTAM
635
Wilbanks Smith & Thomas Asset Management
Virginia
$696K +$12K +227 +2%
CAM
636
Columbia Asset Management
Michigan
$690K – – –
LOAMS
637
Lombard Odier Asset Management (Switzerland)
Switzerland
$688K -$2.87M -54,230 -82%
GA
638
Geller Advisors
New York
$688K -$10.4K -197 -2%
MM
639
Meridian Management
Arkansas
$688K +$6.3K +119 +1%
NIM
640
NEOS Investment Management
Connecticut
$682K +$155K +2,934 +33%
JWCA
641
J.W. Cole Advisors
Florida
$681K +$100K +1,897 +19%
SIA
642
Soltis Investment Advisors
Utah
$681K +$7.57K +143 +1%
FC
643
Forte Capital
New York
$678K -$3.49K -66 -0.6%
VVP
644
Venture Visionary Partners
Ohio
$673K +$159 +3 +0%
ACM
645
Allred Capital Management
Texas
$669K -$106 -2 -0%
FCH
646
Freestone Capital Holdings
Washington
$663K -$582 -11 -0.1%
BOH
647
Bank of Hawaii
Hawaii
$663K -$217K -4,099 -26%
VT
648
Vise Technologies
New York
$659K +$607K +11,464 New
JWBC
649
J.W. Burns & Co
New York
$655K -$5.29K -100 -0.9%
PCS
650
Personal CFO Solutions
New Jersey
$652K -$21.7K -411 -3%
24 25
26
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