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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
626
Werlinich Asset Management
Connecticut
$828K +$118K +2,000 +16%
SF
627
Summit Financial
New Jersey
$812K +$24.2K +408 +3%
WDA
628
Wendell David Associates
New Hampshire
$812K – – –
SIA
629
Soltis Investment Advisors
Utah
$810K +$90.1K +1,522 +12%
WIA
630
World Investment Advisors
California
$806K -$14.3K -241 -2%
AAM
631
AR Asset Management
California
$805K – – –
LD
632
Lipe & Dalton
New York
$805K +$118 +2 +0%
HIC
633
Hartline Investment Corp
Illinois
$804K -$1.48K -25 -0.2%
SCP
634
Sivia Capital Partners
California
$803K +$346K +5,847 +70%
PTCG
635
Pring Turner Capital Group
California
$801K – – –
EHC
636
Everett Harris & Co
California
$796K +$58.4K +986 +7%
VF
637
Virtu Financial
New York
$793K -$1M -16,944 -55%
CWP
638
Curated Wealth Partners
California
$793K +$29.4K +497 +4%
CI
639
CX Institutional
Indiana
$791K +$76.3K +1,289 +10%
PCIA
640
Prime Capital Investment Advisors
Kansas
$791K +$20.5K +346 +3%
TWM
641
Trueblood Wealth Management
Ohio
$787K -$30.1K -509 -4%
VBCG
642
Valley Brook Capital Group
Pennsylvania
$767K +$29.6K +500 +4%
MA
643
Montag & Associates
Georgia
$765K – – –
CT
644
Caldwell Trust
Florida
$760K -$4.44K -75 -0.6%
MNA
645
Manning & Napier Advisors
New York
$760K +$506K +8,546 +173%
LFG
646
Lazard Frères Gestion
France
$752K -$35.5K -600 -4%
CCM
647
Coldstream Capital Management
Washington
$752K +$141K +2,379 +22%
DWM
648
Dakota Wealth Management
Florida
$751K -$295K -4,982 -27%
IGGA
649
Iron Gate Global Advisors
Utah
$744K – – –
FLPIM
650
F.L. Putnam Investment Management
Massachusetts
$743K -$2.66K -45 -0.3%
24 25
26
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