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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
651
Clarus Wealth Advisors
Arizona
$861K +$130K +1,963 +16%
MWA
652
Medallion Wealth Advisors
Connecticut
$860K -$33.2K -500 -4%
IA
653
Integrity Alliance
Iowa
$860K +$901K +13,564 New
BHWM
654
Bar Harbor Wealth Management
New Hampshire
$857K -$13K -195 -1%
ECM
655
Estabrook Capital Management
New York
$855K -$28.6K -430 -3%
MFIM
656
Mesirow Financial Investment Management
Illinois
$851K -$46.4K -698 -5%
NEWAS
657
N.E.W. Advisory Services
Wisconsin
$851K +$18.7K +282 +2%
NAS
658
Nicolet Advisory Services
Wisconsin
$850K +$356K +5,360 +59%
IGGA
659
Iron Gate Global Advisors
Utah
$850K -$6.25K -94 -0.7%
WA
660
Waterford Advisors
New York
$848K – – –
HIMS
661
Hager Investment Management Services
New Hampshire
$842K +$26.4K +398 +3%
EM
662
Excalibur Management
Massachusetts
$841K – – –
UB
663
UMB Bank
Missouri
$841K -$1.79K -27 -0.2%
BMM
664
Buffington Mohr McNeal
Idaho
$837K -$80.3K -1,209 -8%
FLPIM
665
F.L. Putnam Investment Management
Massachusetts
$836K -$103K -1,544 -10%
CC
666
Chicago Capital
Illinois
$835K – – –
SIA
667
Soltis Investment Advisors
Utah
$835K +$13.8K +208 +2%
EHC
668
Everett Harris & Co
California
$834K – – –
LCM
669
Landscape Capital Management
New Jersey
$827K +$866K +13,040 New
SG
670
StoneX Group
New York
$826K -$23.2K -349 -3%
HA
671
Harbor Advisors
Florida
$824K – – –
CWP
672
Curated Wealth Partners
California
$819K +$8.24K +124 +1%
BP
673
BNP Paribas
France
$819K +$24.3K +366 +3%
IIM
674
Intact Investment Management
Quebec, Canada
$818K -$252K -3,800 -23%
TBT
675
Texas Bank & Trust
Texas
$816K – – –
25 26
27
28 29