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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
751
GW & Wade
Massachusetts
$292K +$15.3K +390 +5%
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
$291K -$122K -3,102 -28%
HT
753
Heritage Trust
Oklahoma
$289K – – –
DWT
754
Dorsey & Whitney Trust
South Dakota
$288K +$5.06K +129 +2%
CGL
755
Clarius Group LLC
Washington
$288K +$39.1K +995 +14%
CCM
756
Covington Capital Management
California
$287K -$35.3K -900 -10%
ACA
757
Aptus Capital Advisors
Alabama
$287K -$22.7K -578 -7%
OAM
758
Oppenheimer Asset Management
New York
$287K -$4.16K -106 -1%
LCM
759
Logan Capital Management
Pennsylvania
$285K – – –
CPA
760
Court Place Advisors
Maryland
$284K -$29.4K -750 -9%
HSA
761
HBK Sorce Advisory
Pennsylvania
$284K -$24.8K -631 -7%
IFWM
762
Institute for Wealth Management
Colorado
$284K -$3.81K -97 -1%
SFA
763
Sequoia Financial Advisors
Ohio
$284K +$18.5K +472 +6%
KPW
764
Kore Private Wealth
New York
$284K +$33.6K +856 +12%
EAM
765
Eagle Asset Management
Florida
$283K -$6.71K -171 -2%
BA
766
Bennicas & Associates
California
$281K – – –
SWM
767
Spire Wealth Management
Virginia
$279K -$156K -3,966 -34%
FL
768
Fort LP
Maryland
$278K -$351K -8,946 -53%
KA
769
Kovack Advisors
Florida
$276K +$471 +12 +0.2%
PFSC
770
Peoples Financial Services Corp
Pennsylvania
$273K -$70.7K -1,800 -19%
TC
771
TownSquare Capital
Utah
$272K -$56.1K -1,428 -16%
WTA
772
Washington Trust Advisors
Massachusetts
$272K -$43.9K -1,119 -13%
AIM
773
Avity Investment Management
Connecticut
$272K – – –
MIC
774
Meridian Investment Counsel
California
$272K – – –
RIM
775
Regent Investment Management
Kentucky
$271K -$981 -25 -0.3%
29 30
31
32 33