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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
701
Tiemann Investment Advisors
California
$218K +$182K +9,797 New
IFWM
702
Institute for Wealth Management
Colorado
$218K +$182K +9,805 New
B
703
Bailard
California
$218K +$183K +9,822 New
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$217K +$181K +9,758 New
DWM
705
Dorchester Wealth Management
Quebec, Canada
$217K +$181K +9,765 New
IC
706
Inverness Counsel
New York
$217K +$181K +9,767 New
WPP
707
Whalerock Point Partners
Rhode Island
$215K +$180K +9,663 New
LNC
708
Lincoln National Corp
Pennsylvania
$214K +$178K +9,591 New
NAM
709
NorthCoast Asset Management
Connecticut
$214K +$179K +9,630 New
BC
710
Burleson & Co
California
$213K +$137K +7,346 New
CAL
711
Capital Analysts LLC
Pennsylvania
$213K +$178K +9,578 New
DAS
712
Dynamic Advisor Solutions
Arizona
$213K +$178K +9,593 New
SEC
713
Seven Eight Capital
New York
$213K +$178K +9,600 New
ESB
714
Essex Savings Bank
Connecticut
$212K +$178K +9,574 New
RWG
715
Regal Wealth Group
California
$210K +$176K +9,445 New
GWM
716
Geneos Wealth Management
Colorado
$210K +$186K +10,016 New
BPA
717
Beacon Pointe Advisors
California
$209K +$175K +9,420 New
LNB
718
Ledyard National Bank
$208K +$174K +9,372 New
PCS
719
Personal CFO Solutions
New Jersey
$208K +$174K +9,381 New
HCM
720
Hutchinson Capital Management
California
$207K +$173K +9,301 New
AP
721
Atwood & Palmer
Missouri
$207K +$173K +9,330 New
LWMM
722
Legacy Wealth Management (Mississippi)
Mississippi
$206K +$172K +9,277 New
DPIM
723
Duff & Phelps Investment Management
Illinois
$206K +$173K +9,290 New
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$173K +9,303 New
FMC
725
First Merchants Corp
Indiana
$203K +$170K +9,143 New
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