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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
701
Tucker Asset Management
Colorado
$458K – – –
BFM
702
Boston Financial Management
Massachusetts
$457K -$10.9K -247 -3%
DCM
703
Donaldson Capital Management
Indiana
$456K -$49.5K -1,125 -11%
MPW
704
Monterey Private Wealth
California
$455K -$36.3K -826 -8%
AFG
705
Alterity Financial Group
Maine
$454K -$35.2K -800 -8%
CCB
706
Country Club Bank
Missouri
$453K +$10.2K +231 +3%
CT
707
Chicago Trust
Illinois
$452K -$14K -319 -3%
BMO
708
Beck Mack & Oliver
New York
$449K – – –
WT
709
Washington Trust
Rhode Island
$448K -$31.2K -709 -7%
GA
710
Geller Advisors
New York
$445K +$392K +8,920 New
EWA
711
EP Wealth Advisors
California
$445K -$84.6K -1,923 -20%
BFS
712
Bard Financial Services
Connecticut
$440K -$11K -250 -3%
TPCW
713
TD Private Client Wealth
New York
$439K +$60.6K +1,377 +18%
CCA
714
Checchi Capital Advisers
California
$437K +$5.72K +130 +2%
KLCM
715
KG&L Capital Management
Louisiana
$437K +$44K +1,001 +13%
PTC
716
Private Trust Company
Ohio
$436K – – –
SIG
717
Sky Investment Group
Connecticut
$436K -$14.3K -325 -4%
LP
718
LMR Partners
United Kingdom
$432K +$382K +8,683 New
WANY
719
Wealthspire Advisors (New York)
New York
$431K -$18.5K -421 -5%
EHC
720
Everett Harris & Co
California
$430K – – –
OAM
721
Ostrum Asset Management
France
$428K +$308 +7 +0.1%
SACTSONJ
722
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$428K – – –
DMC
723
Drexel Morgan & Co
Pennsylvania
$426K – – –
FFM
724
Forum Financial Management
Illinois
$424K +$45.4K +1,031 +14%
LSA
725
Leonteq Securities AG
Switzerland
$422K +$165K +3,743 +79%
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