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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
701
AlphaCore Capital
California
$895K +$260K +3,833 +46%
TBA
702
Tower Bridge Advisors
Pennsylvania
$886K -$19K -280 -2%
RCAG
703
Rehmann Capital Advisory Group
Michigan
$884K +$10.2K +150 +1%
FCH
704
Freestone Capital Holdings
Washington
$870K – – –
CRC
705
Curi RMB Capital
Illinois
$868K +$805K +11,861 New
GC
706
Grimes & Company
Massachusetts
$861K +$3.05K +45 +0.4%
ZBNA
707
Zions Bancorporation, National Association
Utah
$859K +$674K +9,938 +554%
DTL
708
Dynamic Technology Lab
Singapore
$857K -$515K -7,596 -39%
RA
709
RFG Advisory
Alabama
$856K +$97.9K +1,443 +14%
MF
710
Magnetar Financial
Illinois
$856K +$793K +11,689 New
AC
711
AXQ Capital
New Jersey
$853K +$375K +5,531 +90%
SAM
712
Sawgrass Asset Management
Florida
$852K -$58.3K -859 -7%
TF
713
Tandem Financial
Colorado
$851K -$12.1K -178 -2%
CAM
714
Columbia Asset Management
Michigan
$847K – – –
FCM
715
Fieldview Capital Management
Michigan
$841K +$780K +11,490 New
BCM
716
Beck Capital Management
Texas
$840K +$25.3K +373 +3%
IAS
717
Investment Advisory Services
Texas
$840K +$101K +1,488 +15%
SEIA
718
Signature Estate & Investment Advisors
California
$839K +$22.3K +328 +3%
AG
719
Ascent Group
Virginia
$838K -$11.2K -165 -1%
CWP
720
Core Wealth Partners
California
$836K +$475 +7 +0.1%
DA
721
Dover Advisors
Virginia
$828K – – –
SC
722
Scotia Capital
Ontario, Canada
$824K -$90.7K -1,337 -11%
MM
723
Meridian Management
Arkansas
$823K – – –
ACM
724
Allred Capital Management
Texas
$823K -$68 -1 -0%
BIM
725
Baldwin Investment Management
Pennsylvania
$823K – – –
27 28
29
30 31