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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
751
GW & Wade
Massachusetts
$294K +$3.19K +81 +1%
SS
752
Sunbelt Securities
Texas
$291K -$6.26K -159 -2%
FMAEN1
753
Fund Management at Engine No 1
California
$288K -$18.6K -472 -6%
ACIM
754
Azimuth Capital Investment Management
Michigan
$287K -$15.8K -400 -5%
PFS
755
Prospera Financial Services
Texas
$287K -$9.85K -250 -3%
CCM
756
Covington Capital Management
California
$286K – – –
FTC
757
Farmers Trust Company
Ohio
$285K -$10.8K -275 -3%
FLPIM
758
F.L. Putnam Investment Management
Massachusetts
$285K -$5.79K -147 -2%
DWT
759
Dorsey & Whitney Trust
South Dakota
$284K -$3.43K -87 -1%
LCM
760
Logan Capital Management
Pennsylvania
$284K – – –
KPW
761
Kore Private Wealth
New York
$281K -$2.09K -53 -0.7%
IFWM
762
Institute for Wealth Management
Colorado
$281K -$1.54K -39 -0.5%
BA
763
Bennicas & Associates
California
$281K – – –
BEAM
764
Baker Ellis Asset Management
Washington
$280K -$18.5K -470 -6%
SSG
765
Summit Securities Group
New York
$278K +$238K +6,036 +340%
AWA
766
Arete Wealth Advisors
Illinois
$276K +$30.6K +776 +11%
VFA
767
Valeo Financial Advisors
Indiana
$274K +$30.4K +771 +11%
MP
768
McDonald Partners
Ohio
$273K -$31.5K -800 -9%
PFSC
769
Peoples Financial Services Corp
Pennsylvania
$273K – – –
WTA
770
Washington Trust Advisors
Massachusetts
$271K – – –
CPIG
771
Chicago Partners Investment Group
Illinois
$271K +$1.3K +33 +0.5%
AAP
772
Arax Advisory Partners
Colorado
$271K +$7.56K +192 +3%
IHL
773
Investment House LLC
California
$271K +$300K +7,629 New
CPA
774
Court Place Advisors
Maryland
$270K -$15.7K -398 -5%
MIC
775
Meridian Investment Counsel
California
$270K -$906 -23 -0.3%
29 30
31
32 33