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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IGGA
651
Iron Gate Global Advisors
Utah
$927K +$1.02M +13,501 New
TPCW
652
TD Private Client Wealth
New York
$925K +$374K +4,958 +58%
CPCPP
653
Canada Post Corporation Pension Plan
Canada
$918K +$1.01M +13,454 New
SG
654
StoneX Group
New York
$914K +$1.01M +13,382 New
WA
655
Waterford Advisors
New York
$913K – – –
UB
656
UMB Bank
Missouri
$907K +$10.8K +143 +1%
SAM
657
Sawgrass Asset Management
Florida
$907K -$82.9K -1,099 -8%
EM
658
Excalibur Management
Massachusetts
$906K -$16.4K -218 -2%
CC
659
Chicago Capital
Illinois
$900K +$1.89K +25 +0.2%
EHC
660
Everett Harris & Co
California
$898K +$46.3K +614 +5%
NEWAS
661
N.E.W. Advisory Services
Wisconsin
$897K -$12.7K -169 -1%
MA
662
Montag & Associates
Georgia
$894K -$146K -1,936 -13%
SW
663
SVB Wealth
Massachusetts
$892K +$985K +13,062 New
HA
664
Harbor Advisors
Florida
$887K – – –
SIA
665
Soltis Investment Advisors
Utah
$885K +$17.5K +232 +2%
SPC
666
Sigma Planning Corp
Michigan
$882K +$14.6K +194 +2%
MIC
667
Means Investment Company
Maine
$881K +$151 +2 +0%
GAM
668
Groupama Asset Management
France
$881K +$188K +2,491 +24%
BFA
669
Benedict Financial Advisors
Georgia
$880K -$8.15K -108 -0.8%
HIMS
670
Hager Investment Management Services
New Hampshire
$879K +$972K +12,882 New
TBT
671
Texas Bank & Trust
Texas
$879K +$971K +12,876 New
BFA
672
Bragg Financial Advisors
North Carolina
$878K -$18.9K -250 -2%
CWP
673
Curated Wealth Partners
California
$874K – – –
AOI
674
Auto-Owners Insurance
Michigan
$873K – – –
SC
675
Scotia Capital
Ontario, Canada
$871K +$33.9K +450 +4%
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