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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
S
776
SignatureFD
Georgia
$404K +$34.1K +634 +9%
HT
777
Heritage Trust
Oklahoma
$403K -$7.21K -134 -2%
FCH
778
Freestone Capital Holdings
Washington
$402K +$70.9K +1,318 +20%
NIM
779
Northeast Investment Management
Massachusetts
$400K +$5.17K +96 +1%
PFO
780
Pathstone Family Office
New Jersey
$399K +$415K +7,712 New
ESB
781
Essex Savings Bank
Connecticut
$398K +$19.4K +361 +6%
EI
782
Ellevest Inc
New York
$398K +$26.2K +487 +7%
NP
783
NorthRock Partners
Minnesota
$391K -$1.94K -36 -0.5%
SWM
784
SeaCrest Wealth Management
New York
$390K -$7K -130 -2%
WSCM
785
Wellington Shields Capital Management
New York
$388K – – –
FIM
786
Fruth Investment Management
Texas
$387K – – –
RWA
787
Ropes Wealth Advisors
Massachusetts
$386K – – –
AWM
788
Altium Wealth Management
New York
$383K – – –
SS
789
Sunbelt Securities
Texas
$383K – – –
BC
790
Burleson & Co
California
$381K +$484 +9 +0.1%
SIM
791
Sentry Investment Management
Wisconsin
$379K -$57.5K -1,068 -13%
AWA
792
Arete Wealth Advisors
Illinois
$379K -$1.02K -19 -0.3%
SCM
793
Schnieders Capital Management
California
$378K -$37.7K -700 -9%
S
794
Surevest
California
$378K +$29.1K +540 +8%
WTB
795
Washington Trust Bank
Washington
$378K +$392K +7,289 New
KA
796
Kovack Advisors
Florida
$375K -$3.61K -67 -0.9%
CCM
797
Cullen Capital Management
New York
$374K -$5.92K -110 -2%
CCMW
798
Cypress Capital Management (Wyoming)
Wyoming
$374K – – –
CB
799
Community Bank
New York
$373K -$56.2K -1,045 -13%
FFA
800
First Foundation Advisors
California
$373K +$80.5K +1,496 +26%
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