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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
801
Basepoint Wealth
Iowa
$241K +$267K +6,788 New
AWM
802
Apollon Wealth Management
South Carolina
$241K +$267K +6,770 New
MPPW
803
Mitchell & Pahl Private Wealth
Oklahoma
$239K -$20.3K -515 -7%
BAM
804
Berkshire Asset Management
Pennsylvania
$239K -$10.9K -278 -4%
WPW
805
Waldron Private Wealth
Pennsylvania
$238K -$10.2K -260 -4%
WIC
806
Woodmont Investment Counsel
Tennessee
$238K +$16.1K +410 +7%
ACM
807
Argent Capital Management
Missouri
$237K -$17.2K -438 -6%
WEG
808
World Equity Group
Illinois
$237K +$4.17K +106 +2%
E
809
Ergoteles
New York
$236K -$1.92M -48,860 -88%
AIM
810
Athena Investment Management
California
$236K -$3.07K -78 -1%
DJSG
811
D.J. St. Germain
Massachusetts
$236K – – –
FNT
812
First National Trust
Pennsylvania
$235K -$14K -355 -5%
BWP
813
BSW Wealth Partners
Colorado
$235K +$260K +6,609 New
RCA
814
Resonant Capital Advisors
Wisconsin
$234K +$12.9K +328 +5%
SVWAG
815
Sound View Wealth Advisors Group
Georgia
$233K -$551 -14 -0.2%
MWM
816
Meridian Wealth Management
Kentucky
$232K -$12.5K -317 -5%
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K -$11.8K -300 -4%
FFA
818
First Foundation Advisors
California
$231K -$3.86K -98 -1%
KA
819
Kovack Advisors
Florida
$230K -$50.1K -1,273 -16%
SNB
820
Security National Bank
Nebraska
$230K – – –
CT
821
Chicago Trust
Illinois
$229K -$1.65K -42 -0.6%
JMFC
822
J.M. Forbes & Co
Massachusetts
$228K -$1.77K -45 -0.7%
TA
823
TFG Advisers
Michigan
$228K +$20.9K +532 +9%
TIA
824
Tiemann Investment Advisors
California
$227K -$108K -2,750 -30%
LI
825
LMCG Investments
Massachusetts
$227K -$79 -2 -0%
31 32
33
34 35