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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
751
Harbor Investment Advisory
Maryland
$142K +$119K +6,386 New
RIM
752
Rampart Investment Management
Connecticut
$136K +$114K +6,114 New
LB
753
Legacy Bridge
Iowa
$134K +$112K +6,018 New
ACA
754
Atlas Capital Advisors
Wyoming
$133K +$111K +6,000 New
BL
755
Bleichroeder LP
New York
$133K +$111K +6,000 New
SFM
756
Systematic Financial Management
New Jersey
$133K +$111K +6,000 New
S
757
SignatureFD
Georgia
$132K +$110K +5,919 New
SAM
758
S.A. Mason
Michigan
$132K +$110K +5,928 New
MSFP
759
Mark Sheptoff Financial Planning
Connecticut
$130K +$109K +5,861 New
KPW
760
Kore Private Wealth
New York
$129K +$108K +5,809 New
MCM
761
Manchester Capital Management
Vermont
$127K +$106K +5,705 New
QCG
762
Quadrant Capital Group
Ohio
$127K +$106K +5,712 New
FCB
763
First Command Bank
Texas
$126K +$105K +5,667 New
FCFS
764
First Command Financial Services
Texas
$126K +$105K +5,667 New
DSC
765
Duncker Streett & Co
Missouri
$122K +$102K +5,465 New
IR
766
IAT Reinsurance
New York
$122K +$102K +5,494 New
PWP
767
Principle Wealth Partners
Connecticut
$120K +$100K +5,381 New
FHA
768
Flagship Harbor Advisors
Massachusetts
$119K +$99.9K +5,377 New
CI
769
CX Institutional
Indiana
$118K +$99.1K +5,332 New
RWA
770
Ropes Wealth Advisors
Massachusetts
$113K +$94.8K +5,099 New
CLOS
771
Compagnie Lombard Odier SCmA
Switzerland
$110K +$92.7K +4,990 New
DOA
772
D'Orazio & Associates
Virginia
$109K +$90.8K +4,886 New
CHA
773
Carmichael Hill & Associates
Maryland
$108K +$90.1K +4,850 New
BWP
774
Baldwin Wealth Partners
Massachusetts
$101K +$84.7K +4,559 New
MLFP
775
MPS Loria Financial Planners
Illinois
$98K +$81.8K +4,400 New