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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
701
Boston Financial Management
Massachusetts
$457K -$10.9K -247 -3%
DCM
702
Donaldson Capital Management
Indiana
$456K -$49.5K -1,125 -11%
MPW
703
Monterey Private Wealth
California
$455K -$36.3K -826 -8%
AFG
704
Alterity Financial Group
Maine
$454K -$35.2K -800 -8%
CCB
705
Country Club Bank
Missouri
$453K +$10.2K +231 +3%
CT
706
Chicago Trust
Illinois
$452K -$14K -319 -3%
BMO
707
Beck Mack & Oliver
New York
$449K – – –
WT
708
Washington Trust
Rhode Island
$448K -$31.2K -709 -7%
GA
709
Geller Advisors
New York
$445K +$392K +8,920 New
EWA
710
EP Wealth Advisors
California
$445K -$84.6K -1,923 -20%
BFS
711
Bard Financial Services
Connecticut
$440K -$11K -250 -3%
TPCW
712
TD Private Client Wealth
New York
$439K +$60.6K +1,377 +18%
CCA
713
Checchi Capital Advisers
California
$437K +$5.72K +130 +2%
KLCM
714
KG&L Capital Management
Louisiana
$437K +$44K +1,001 +13%
PTC
715
Private Trust Company
Ohio
$436K – – –
SIG
716
Sky Investment Group
Connecticut
$436K -$14.3K -325 -4%
LP
717
LMR Partners
United Kingdom
$432K +$382K +8,683 New
WANY
718
Wealthspire Advisors (New York)
New York
$431K -$18.5K -421 -5%
EHC
719
Everett Harris & Co
California
$430K – – –
OAM
720
Ostrum Asset Management
France
$428K +$308 +7 +0.1%
SACTSONJ
721
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$428K – – –
DMC
722
Drexel Morgan & Co
Pennsylvania
$426K – – –
FFM
723
Forum Financial Management
Illinois
$424K +$45.4K +1,031 +14%
LSA
724
Leonteq Securities AG
Switzerland
$422K +$165K +3,743 +79%
NAS
725
Nicolet Advisory Services
Wisconsin
$422K -$369K -8,387 -49%
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