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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
751
Rampart Investment Management
Connecticut
$136K +$114K +6,114 New
LB
752
Legacy Bridge
Iowa
$134K +$112K +6,018 New
ACA
753
Atlas Capital Advisors
Wyoming
$133K +$111K +6,000 New
BL
754
Bleichroeder LP
New York
$133K +$111K +6,000 New
SFM
755
Systematic Financial Management
New Jersey
$133K +$111K +6,000 New
S
756
SignatureFD
Georgia
$132K +$110K +5,919 New
SAM
757
S.A. Mason
Michigan
$132K +$110K +5,928 New
MSFP
758
Mark Sheptoff Financial Planning
Connecticut
$130K +$109K +5,861 New
KPW
759
Kore Private Wealth
New York
$129K +$108K +5,809 New
MCM
760
Manchester Capital Management
Vermont
$127K +$106K +5,705 New
QCG
761
Quadrant Capital Group
Ohio
$127K +$106K +5,712 New
FCB
762
First Command Bank
Texas
$126K +$105K +5,667 New
FCFS
763
First Command Financial Services
Texas
$126K +$105K +5,667 New
DSC
764
Duncker Streett & Co
Missouri
$122K +$102K +5,465 New
IR
765
IAT Reinsurance
New York
$122K +$102K +5,494 New
PWP
766
Principle Wealth Partners
Connecticut
$120K +$100K +5,381 New
FHA
767
Flagship Harbor Advisors
Massachusetts
$119K +$99.9K +5,377 New
CI
768
CX Institutional
Indiana
$118K +$99.1K +5,332 New
RWA
769
Ropes Wealth Advisors
Massachusetts
$113K +$94.8K +5,099 New
CLOS
770
Compagnie Lombard Odier SCmA
Switzerland
$110K +$92.7K +4,990 New
DOA
771
D'Orazio & Associates
Virginia
$109K +$90.8K +4,886 New
CHA
772
Carmichael Hill & Associates
Maryland
$108K +$90.1K +4,850 New
BWP
773
Baldwin Wealth Partners
Massachusetts
$101K +$84.7K +4,559 New
MLFP
774
MPS Loria Financial Planners
Illinois
$98K +$81.8K +4,400 New
PL
775
Perpetual Ltd
Australia
$93K +$77.6K +4,175 New
29 30
31
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