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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TBT
651
Texas Bank & Trust
Texas
$742K +$10.4K +175 +1%
MFIM
652
Mesirow Financial Investment Management
Illinois
$742K +$64.8K +1,095 +9%
NEWAS
653
N.E.W. Advisory Services
Wisconsin
$738K +$5.98K +101 +0.8%
LAM
654
Lakewood Asset Management
Illinois
$737K +$296 +5 +0%
MCC
655
Malaga Cove Capital
California
$733K +$293K +4,955 +62%
TG
656
TCW Group
California
$732K +$37.2K +629 +5%
HA
657
Harbor Advisors
Florida
$732K – – –
RPC
658
Rossmore Private Capital
Connecticut
$729K – – –
RGC
659
Roberts, Glore & Co
Illinois
$728K -$115K -1,940 -13%
WA
660
Waterford Advisors
New York
$727K – – –
UB
661
UMB Bank
Missouri
$725K -$30.7K -519 -4%
AWM
662
AE Wealth Management
Kansas
$724K +$170K +2,869 +29%
AO
663
Advisor OS
Illinois
$723K -$511K -8,640 -40%
ECM
664
Estabrook Capital Management
New York
$723K – – –
AOI
665
Auto-Owners Insurance
Michigan
$720K – – –
MWA
666
Medallion Wealth Advisors
Connecticut
$720K -$3.2K -54 -0.4%
EWM
667
Empirical Wealth Management
Washington
$715K -$190K -3,217 -20%
RC
668
Rexford Capital
Texas
$714K +$12K +203 +2%
BHWM
669
Bar Harbor Wealth Management
New Hampshire
$712K -$15.7K -265 -2%
MIC
670
Means Investment Company
Maine
$710K +$118 +2 +0%
CSP
671
Cary Street Partners
Virginia
$710K +$4.74K +80 +0.6%
AFP
672
Ausdal Financial Partners
Iowa
$710K +$152K +2,569 +26%
FCH
673
Freestone Capital Holdings
Washington
$710K -$3.14K -53 -0.4%
EM
674
Excalibur Management
Massachusetts
$709K -$2.96K -50 -0.4%
NED
675
Nancy E. Dempze
$709K -$164K -2,774 -18%
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