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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
651
Choate Investment Advisors
Massachusetts
$1.05M -$6.04K -89 -0.6%
PCIA
652
Prime Capital Investment Advisors
Kansas
$1.05M -$69.1K -1,018 -7%
AAM
653
AR Asset Management
California
$1.05M -$6.79K -100 -0.7%
LCM
654
Landscape Capital Management
New Jersey
$1.05M +$84.5K +1,246 +10%
NAS
655
Nicolet Advisory Services
Wisconsin
$1.04M +$75.8K +1,117 +8%
CCM
656
Coldstream Capital Management
Washington
$1.04M +$129K +1,901 +16%
HSA
657
HBK Sorce Advisory
Pennsylvania
$1.01M -$2.1K -31 -0.2%
CHC
658
City Holding Co
West Virginia
$1.01M +$2.1K +31 +0.2%
PP
659
Prudential plc
United Kingdom
$1M – – –
BP
660
BNP Paribas
France
$1M +$52K +766 +6%
SPC
661
Sigma Planning Corp
Michigan
$997K -$25.1K -370 -3%
EM
662
ELCO Management
New York
$985K -$20.4K -300 -2%
GWMR
663
GC Wealth Management RIA
Massachusetts
$984K +$379K +5,579 +71%
BHWM
664
Bar Harbor Wealth Management
New Hampshire
$983K -$6.17K -91 -0.7%
MA
665
Mutual Advisors
Nebraska
$982K +$452K +6,657 +121%
WA
666
Waterford Advisors
New York
$979K -$819K -12,073 -90%
VBCG
667
Valley Brook Capital Group
Pennsylvania
$978K -$18.7K -275 -2%
FLPIM
668
F.L. Putnam Investment Management
Massachusetts
$978K +$12.2K +180 +1%
VFA
669
Valeo Financial Advisors
Indiana
$977K +$80.5K +1,187 +10%
CNBT
670
Cornerstone National Bank & Trust
Illinois
$976K +$37.9K +559 +4%
MWA
671
Medallion Wealth Advisors
Connecticut
$970K -$31.1K -458 -3%
CPCPP
672
Canada Post Corporation Pension Plan
Canada
$967K +$897K +13,214 New
BFA
673
Brendel Financial Advisors
New Hampshire
$965K -$60.4K -890 -6%
CC
674
Chicago Capital
Illinois
$964K – – –
HIMS
675
Hager Investment Management Services
New Hampshire
$964K -$7.06K -104 -0.8%
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