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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
651
Hartline Investment Corp
Illinois
$1.04M -$5.88K -90 -0.6%
LAM
652
Lakewood Asset Management
Illinois
$1.04M +$70.1K +1,072 +8%
AAM
653
Azzad Asset Management
Virginia
$1.03M -$420K -6,423 -31%
TWM
654
Trueblood Wealth Management
Ohio
$1.03M +$1.63K +25 +0.2%
LD
655
Lipe & Dalton
New York
$1.02M -$21.8K -333 -2%
FTWA
656
Fifth Third Wealth Advisors
Ohio
$1.02M +$165K +2,519 +22%
TBT
657
Texas Bank & Trust
Texas
$1.01M +$39.9K +611 +5%
CI
658
CX Institutional
Indiana
$1.01M -$18K -275 -2%
SFFS
659
Stonehage Fleming Financial Services
Jersey
$1.01M -$526K -8,051 -37%
MFIM
660
Mesirow Financial Investment Management
Illinois
$1M +$31.6K +483 +4%
MA
661
Montag & Associates
Georgia
$996K – – –
SCM
662
Schnieders Capital Management
California
$991K -$299K -4,580 -25%
AAM
663
Advisors Asset Management
Colorado
$987K +$77.3K +1,182 +10%
WA
664
Waterford Advisors
New York
$981K – – –
LFG
665
Lazard Frères Gestion
France
$980K – – –
VBCG
666
Valley Brook Capital Group
Pennsylvania
$973K -$22.9K -350 -3%
IGGA
667
Iron Gate Global Advisors
Utah
$969K – – –
PTCG
668
Pring Turner Capital Group
California
$969K – – –
CT
669
Caldwell Trust
Florida
$967K -$20.6K -315 -2%
AFP
670
Ausdal Financial Partners
Iowa
$965K +$36K +551 +4%
HSA
671
HBK Sorce Advisory
Pennsylvania
$965K +$14.8K +227 +2%
NEWAS
672
N.E.W. Advisory Services
Wisconsin
$962K +$65 +1 +0%
TG
673
TCW Group
California
$958K +$3.2K +49 +0.4%
HA
674
Harbor Advisors
Florida
$954K – – –
MHIC
675
Marble Harbor Investment Counsel
Massachusetts
$951K -$129K -1,967 -13%
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