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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
776
Meridian Investment Counsel
California
$313K – – –
HT
777
Heritage Trust
Oklahoma
$313K +$690 +17 +0.2%
SOW
778
State of Wyoming
Wyoming
$313K +$211K +5,190 +217%
IFWM
779
Institute for Wealth Management
Colorado
$313K -$13.5K -333 -4%
MGIA
780
Moneta Group Investment Advisors
Missouri
$312K -$129K -3,177 -32%
BB
781
Berkshire Bank
Massachusetts
$312K -$82K -2,020 -21%
RCA
782
Resonant Capital Advisors
Wisconsin
$311K +$38.2K +942 +14%
SWA
783
Stratos Wealth Advisors
Ohio
$311K +$306K +7,537 New
MP
784
McDonald Partners
Ohio
$311K -$5.76K -142 -2%
OTL
785
Oak Thistle LLC
New York
$310K +$305K +7,524 New
SWA
786
Strata Wealth Advisors
Texas
$310K +$305K +7,517 New
JF
787
Jump Financial
Illinois
$309K +$304K +7,497 New
FFM
788
Forum Financial Management
Illinois
$309K +$8.12K +200 +3%
AIA
789
Angeles Investment Advisors
California
$309K +$302K +7,450 New
RIM
790
Regent Investment Management
Kentucky
$308K -$4.87K -120 -2%
FIM
791
Fruth Investment Management
Texas
$308K – – –
CPA
792
Court Place Advisors
Maryland
$308K -$4.87K -120 -2%
RT
793
Rockland Trust
Massachusetts
$306K +$60.5K +1,492 +25%
CCA
794
Cobblestone Capital Advisors
New York
$305K +$50.7K +1,250 +20%
KLCM
795
KG&L Capital Management
Louisiana
$305K – – –
AIM
796
Avity Investment Management
Connecticut
$304K – – –
AP
797
Atwood & Palmer
Missouri
$303K – – –
BC
798
Burleson & Co
California
$303K -$771 -19 -0.3%
CPIG
799
Chicago Partners Investment Group
Illinois
$302K +$8.77K +216 +3%
SW
800
SteelPeak Wealth
California
$301K – – –
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