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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Meridian Wealth Management
Kentucky
$286K -$41.8K -1,076 -14%
CHAM
827
Clear Harbor Asset Management
Connecticut
$286K +$6.22K +160 +2%
LOAMS
828
Lombard Odier Asset Management (Switzerland)
Switzerland
$285K +$262K +6,743 New
SAM
829
S.A. Mason
Michigan
$282K +$31.1K +800 +14%
S
830
Surevest
California
$281K +$855 +22 +0.3%
NP
831
NorthRock Partners
Minnesota
$280K -$11.8K -303 -4%
MMG
832
Monetary Management Group
Missouri
$280K +$124K +3,200 +93%
RWG
833
Regal Wealth Group
California
$279K -$32.2K -828 -11%
IFAM
834
Institutional & Family Asset Management
Colorado
$279K -$3.97K -102 -2%
DT
835
Diversified Trust
Tennessee
$278K -$285K -7,341 -53%
LCM
836
LCM Capital Management
Illinois
$278K -$10.3K -265 -4%
DBIA
837
Dumont & Blake Investment Advisors
New Jersey
$278K -$1.94K -50 -0.8%
MIC
838
Meridian Investment Counsel
California
$278K – – –
CF
839
Centaurus Financial
California
$276K -$1.82M -46,884 -88%
NB
840
Northwest Bancshares
Pennsylvania
$276K -$33.2K -853 -12%
WA
841
WBH Advisory
Maryland
$276K -$28.5K -732 -10%
PPSG
842
Princeton Portfolio Strategies Group
New Jersey
$276K – – –
AF
843
Arrow Financial
New York
$274K -$29.9K -770 -11%
NA
844
NewEdge Advisors
Louisiana
$272K -$181K -4,666 -42%
HW
845
Hancock Whitney
Mississippi
$271K -$2.68K -69 -1%
S
846
SignatureFD
Georgia
$271K +$6.22K +160 +3%
CA
847
Cambridge Advisors
Nebraska
$270K – – –
CGL
848
Clarius Group LLC
Washington
$270K +$6.65K +171 +3%
MAM
849
Meeder Asset Management
Ohio
$270K +$41.7K +1,073 +20%
KLCM
850
KG&L Capital Management
Louisiana
$268K -$15.6K -401 -6%
32 33
34
35 36