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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
651
Tower Bridge Advisors
Pennsylvania
$1.02M – – –
WAM
652
Werlinich Asset Management
Connecticut
$1.01M – – –
EHC
653
Everett Harris & Co
California
$1.01M – – –
MM
654
Meridian Management
Arkansas
$994K +$2.09K +30 +0.2%
QCG
655
Quadrant Capital Group
Ohio
$994K +$12.3K +177 +1%
ISL
656
Ingalls & Snyder LLC
New York
$991K +$10.4K +150 +1%
SC
657
Scotia Capital
Ontario, Canada
$990K -$2.02K -29 -0.2%
SAM
658
Shell Asset Management
Netherlands
$988K +$855K +12,276 New
VFA
659
Valeo Financial Advisors
Indiana
$986K +$12.5K +179 +1%
CAM
660
Cidel Asset Management
Ontario, Canada
$985K +$20.1K +289 +2%
AWA
661
Arkadios Wealth Advisors
Georgia
$982K +$11.1K +159 +1%
RC
662
Roundview Capital
New Jersey
$980K +$1.67K +24 +0.2%
PWW
663
Pettyjohn Wood & White
Virginia
$977K +$13.9K +200 +2%
MGIA
664
Moneta Group Investment Advisors
Missouri
$972K +$5.64K +81 +0.7%
AWM
665
Axxcess Wealth Management
California
$971K -$137K -1,971 -14%
IIM
666
Intact Investment Management
Quebec, Canada
$969K +$838K +12,040 New
VT
667
Vise Technologies
New York
$965K +$44K +632 +6%
AC
668
Avestar Capital
New York
$960K +$29K +416 +4%
SFFS
669
Stonehage Fleming Financial Services
Jersey
$958K -$12.3K -176 -1%
CAM
670
Columbia Asset Management
Michigan
$958K – – –
GA
671
Geller Advisors
New York
$958K -$11.3K -162 -1%
FCH
672
Freestone Capital Holdings
Washington
$958K +$7.38K +106 +0.9%
LC
673
Lindbrook Capital
California
$955K +$3.97K +57 +0.5%
SEIA
674
Signature Estate & Investment Advisors
California
$932K +$72.2K +1,037 +10%
KWA
675
Kingswood Wealth Advisors
California
$929K +$225K +3,226 +39%
25 26
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28 29