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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
676
Summit Financial
New Jersey
$741K -$91.6K -1,647 -11%
GRP
677
Global Retirement Partners
California
$740K +$213K +3,836 +38%
BWM
678
BAM Wealth Management
Colorado
$738K +$183K +3,292 +31%
LFG
679
Lazard Frères Gestion
France
$737K -$328K -5,900 -30%
ACA
680
Aptus Capital Advisors
Alabama
$728K +$190K +3,414 +33%
IIM
681
INTECH Investment Management
Florida
$725K – – –
PP
682
Prudential plc
United Kingdom
$724K – – –
PCIA
683
Prime Capital Investment Advisors
Kansas
$724K -$25.1K -452 -3%
NAS
684
Nicolet Advisory Services
Wisconsin
$720K -$217K -3,901 -23%
MA
685
Montag & Associates
Georgia
$717K +$49K +881 +7%
CWP
686
Curated Wealth Partners
California
$717K +$43.3K +778 +6%
CT
687
Caldwell Trust
Florida
$717K -$85.4K -1,536 -10%
SCM
688
Schnieders Capital Management
California
$717K -$178K -3,200 -19%
RWM
689
Ritholtz Wealth Management
New York
$709K +$219K +3,946 +42%
UB
690
UMB Bank
Missouri
$708K +$76.6K +1,378 +11%
WA
691
Waterford Advisors
New York
$707K – – –
ECM
692
Evergreen Capital Management
Washington
$706K +$397K +7,149 +115%
FLPIM
693
F.L. Putnam Investment Management
Massachusetts
$700K -$3.95K -71 -0.5%
IGGA
694
Iron Gate Global Advisors
Utah
$698K – – –
CC
695
Centiva Capital
New York
$698K +$734K +13,208 New
GWMR
696
GC Wealth Management RIA
Massachusetts
$698K -$324K -5,823 -31%
CC
697
Chicago Capital
Illinois
$696K – – –
EHC
698
Everett Harris & Co
California
$695K – – –
VBCG
699
Valley Brook Capital Group
Pennsylvania
$693K -$11.1K -200 -2%
LAM
700
Lakewood Asset Management
Illinois
$691K -$66.4K -1,194 -8%
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