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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TG
726
TCW Group
California
$654K +$688K +12,378 New
SC
727
Scotia Capital
Ontario, Canada
$651K +$59.8K +1,076 +10%
SG
728
StoneX Group
New York
$650K -$9.67K -174 -1%
BFA
729
Bragg Financial Advisors
North Carolina
$645K -$22.3K -401 -3%
RP
730
Riverwater Partners
Wisconsin
$644K +$81.3K +1,463 +14%
MFIM
731
Mesirow Financial Investment Management
Illinois
$638K -$73.8K -1,327 -10%
MM
732
Meridian Management
Arkansas
$634K – – –
KWA
733
Kingswood Wealth Advisors
California
$631K +$43.6K +784 +7%
ISL
734
Ingalls & Snyder LLC
New York
$620K -$37.4K -672 -5%
GC
735
Grimes & Company
Massachusetts
$618K -$445 -8 -0.1%
PTC
736
Private Trust Company
Ohio
$616K +$24.6K +442 +4%
BCB
737
Brian C. Broderick
$615K -$4.91M -88,242 -88%
RCAG
738
Rehmann Capital Advisory Group
Michigan
$612K -$15.2K -273 -2%
TBA
739
Tower Bridge Advisors
Pennsylvania
$609K – – –
ACM
740
Allred Capital Management
Texas
$608K -$111 -2 -0%
BCM
741
Bayesian Capital Management
New York
$608K +$639K +11,500 New
CWP
742
Core Wealth Partners
California
$605K +$556 +10 +0.1%
SAM
743
Sawgrass Asset Management
Florida
$600K -$35.4K -637 -5%
DA
744
Dover Advisors
Virginia
$595K -$3.11K -56 -0.5%
CAM
745
Columbia Asset Management
Michigan
$593K -$19.5K -350 -3%
PIM
746
Plato Investment Management
Australia
$593K -$66.2K -1,190 -10%
BWAM
747
Boyd Watterson Asset Management
Ohio
$587K +$134K +2,409 +28%
HFM
748
Hartford Financial Management
Connecticut
$585K – – –
BIM
749
Baldwin Investment Management
Pennsylvania
$583K -$11.1K -200 -2%
FAMI
750
Fideuram Asset Management (Ireland)
$583K +$497K +8,933 New
28 29
30
31 32