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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
676
Harbor Advisors
Florida
$776K – – –
HH
677
Hilltop Holdings
Texas
$774K -$5.57K -82 -0.6%
SIA
678
Soltis Investment Advisors
Utah
$771K -$12.8K -188 -1%
CI
679
CX Institutional
Indiana
$769K +$327K +4,808 +60%
TBT
680
Texas Bank & Trust
Texas
$769K – – –
FCH
681
Freestone Capital Holdings
Washington
$768K +$66.8K +984 +8%
MWA
682
Medallion Wealth Advisors
Connecticut
$766K -$17.3K -254 -2%
ECM
683
Estabrook Capital Management
New York
$766K -$19.4K -285 -2%
CWP
684
Curated Wealth Partners
California
$764K -$8.42K -124 -1%
FFN
685
Focus Financial Network
Minnesota
$763K -$2.99K -44 -0.3%
AOI
686
Auto-Owners Insurance
Michigan
$763K – – –
EM
687
Excalibur Management
Massachusetts
$763K -$20.4K -300 -2%
RPC
688
Rossmore Private Capital
Connecticut
$762K +$20.4K +300 +2%
BFA
689
Brendel Financial Advisors
New Hampshire
$761K -$30.2K -445 -3%
AC
690
Avestar Capital
New York
$760K +$10.6K +156 +1%
MA
691
Montag & Associates
Georgia
$758K -$3.94K -58 -0.5%
AAP
692
Arax Advisory Partners
Colorado
$757K +$317K +4,668 +58%
RI
693
Ridgewood Investments
New Jersey
$754K +$533K +7,849 +164%
WAM
694
Werlinich Asset Management
Connecticut
$754K – – –
BFA
695
Bragg Financial Advisors
North Carolina
$753K -$10.9K -161 -1%
MIC
696
Means Investment Company
Maine
$753K -$815 -12 -0.1%
CWM
697
Compass Wealth Management
Connecticut
$749K +$136K +2,000 +19%
VFA
698
Valeo Financial Advisors
Indiana
$748K -$55.2K -812 -6%
BFA
699
Benedict Financial Advisors
Georgia
$745K +$1.36K +20 +0.2%
SG
700
StoneX Group
New York
$744K -$10.1K -148 -1%
26 27
28
29 30