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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
726
Nicolet Advisory Services
Wisconsin
$422K -$369K -8,387 -49%
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$422K +$14.7K +335 +4%
ILI
728
Invesco LLC (Illinois)
Illinois
$421K +$373K +8,478 New
AO
729
Advisor OS
Illinois
$421K +$373K +8,474 New
CTA
730
Colonial Trust Advisors
South Carolina
$419K -$10.2K -231 -3%
CI
731
CX Institutional
Indiana
$419K -$924 -21 -0.2%
CGL
732
Clarius Group LLC
Washington
$416K -$792 -18 -0.2%
CPIG
733
Chicago Partners Investment Group
Illinois
$416K +$8.98K +204 +3%
FWTB
734
First Western Trust Bank
Colorado
$416K -$3.7K -84 -1%
KTC
735
Kistler-Tiffany Companies
Pennsylvania
$415K -$1.54K -35 -0.4%
SWM
736
Shakespeare Wealth Management
Wisconsin
$412K – – –
SPA
737
Sherbrooke Park Advisers
New York
$410K +$363K +8,254 New
SC
738
SouthState Corp
Florida
$410K -$9.11K -207 -2%
OAM
739
Oppenheimer Asset Management
New York
$409K -$19.2K -436 -5%
PCM
740
Pointe Capital Management
Michigan
$409K – – –
FCI
741
Financial Counselors Inc
Kansas
$408K -$7.3K -166 -2%
PSB
742
Piscataqua Savings Bank
New Hampshire
$408K -$2.29K -52 -0.6%
CCM
743
Coldstream Capital Management
Washington
$407K -$15.1K -343 -4%
RMC
744
Resources Management Corp
Connecticut
$406K +$331K +7,515 +1,147%
RT
745
Rockland Trust
Massachusetts
$402K – – –
VI
746
Versor Investments
New York
$402K +$123K +2,785 +53%
WPW
747
Waldron Private Wealth
Pennsylvania
$401K -$44.5K -1,012 -11%
AIM
748
Aspen Investment Management
Michigan
$401K +$355K +8,075 New
OPCM
749
Osborne Partners Capital Management
California
$401K -$66.8K -1,518 -16%
AIA
750
Angeles Investment Advisors
California
$400K – – –
28 29
30
31 32