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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
626
1858 Wealth Management
Ohio
$1.02M +$107K +1,420 +11%
BOH
627
Bank of Hawaii
Hawaii
$1.02M +$14.4K +191 +1%
GLF
628
Groupe la Francaise
France
$1.01M +$1.11M +14,753 New
GI
629
GAMMA Investing
California
$1.01M +$27.5K +364 +3%
CT
630
Caldwell Trust
Florida
$1.01M -$30.2K -400 -3%
FLPIM
631
F.L. Putnam Investment Management
Massachusetts
$1.01M +$22.3K +296 +2%
QWP
632
Quotient Wealth Partners
Texas
$1M +$19.1K +253 +2%
P
633
Pitcairn
Pennsylvania
$996K -$30.4K -403 -3%
WA
634
Waverly Advisors
Alabama
$989K +$428K +5,678 +64%
JWCA
635
J.W. Cole Advisors
Florida
$988K +$35K +464 +3%
BMM
636
Buffington Mohr McNeal
Idaho
$984K -$70.7K -937 -6%
AAM
637
AR Asset Management
California
$983K – – –
MFIM
638
Mesirow Financial Investment Management
Illinois
$964K +$75.1K +996 +8%
CHC
639
City Holding Co
West Virginia
$960K -$3.39K -45 -0.3%
TCOT
640
Trust Company of Toledo
Ohio
$956K – – –
ECM
641
Estabrook Capital Management
New York
$950K – – –
PCIA
642
Prime Capital Investment Advisors
Kansas
$950K +$19K +252 +2%
MWA
643
Medallion Wealth Advisors
Connecticut
$946K +$1.06M +14,047 New
AO
644
Advisor OS
Illinois
$943K +$213K +2,825 +26%
VBCG
645
Valley Brook Capital Group
Pennsylvania
$942K +$24.5K +325 +2%
EM
646
ELCO Management
New York
$941K -$43.7K -580 -4%
PAM
647
Panagora Asset Management
Massachusetts
$939K -$89.6K -1,188 -8%
BHWM
648
Bar Harbor Wealth Management
New Hampshire
$936K -$75.6K -1,002 -7%
PP
649
Prudential plc
United Kingdom
$935K – – –
RPC
650
Rossmore Private Capital
Connecticut
$930K – – –
24 25
26
27 28