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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
626
Moneta Group Investment Advisors
Missouri
$1.21M +$286K +4,211 +34%
KIA
627
Kraematon Investment Advisors
Massachusetts
$1.19M -$69.5K -1,025 -6%
VWM
628
VCI Wealth Management
Missouri
$1.18M +$112K +1,646 +11%
BCM
629
Brookstone Capital Management
Illinois
$1.18M +$499K +7,355 +84%
GI
630
GLOBALT Investments
Georgia
$1.17M +$46K +678 +4%
IIA
631
ICW Investment Advisors
Arizona
$1.16M +$26.9K +396 +3%
MA
632
MJP Associates
Connecticut
$1.16M +$114K +1,677 +12%
CT
633
Caldwell Trust
Florida
$1.14M +$66.7K +983 +7%
LD
634
Lipe & Dalton
New York
$1.14M -$13.4K -198 -1%
FC
635
FORA Capital
Florida
$1.12M +$1.04M +15,267 New
1WM
636
1858 Wealth Management
Ohio
$1.12M +$746 +11 +0.1%
RGC
637
Roberts, Glore & Co
Illinois
$1.11M -$17.3K -255 -2%
PTCG
638
Pring Turner Capital Group
California
$1.11M – – –
CWM
639
Congress Wealth Management
Massachusetts
$1.1M +$447K +6,585 +78%
GAM
640
Groupama Asset Management
France
$1.1M +$339 +5 +0%
GCM
641
Glaxis Capital Management
Florida
$1.1M +$1.02M +15,000 New
BT
642
Banque Transatlantique
France
$1.09M -$22.5K -332 -2%
MHIC
643
Marble Harbor Investment Counsel
Massachusetts
$1.09M -$102K -1,500 -9%
WC
644
Westhampton Capital
North Carolina
$1.09M -$5.09K -75 -0.5%
WG
645
Winton Group
United Kingdom
$1.08M +$998K +14,703 New
QWP
646
Quotient Wealth Partners
Texas
$1.07M -$30.5K -449 -3%
BP
647
Ballentine Partners
Massachusetts
$1.07M -$100K -1,480 -9%
MFIM
648
Mesirow Financial Investment Management
Illinois
$1.06M +$73.2K +1,079 +8%
JCM
649
Jacobi Capital Management
Pennsylvania
$1.06M +$228K +3,364 +30%
LAM
650
Lakewood Asset Management
Illinois
$1.05M -$2.24K -33 -0.2%
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