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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
826
Kore Private Wealth
New York
$290K +$15.5K +399 +6%
AIM
827
Anchor Investment Management
South Carolina
$289K -$9.72K -250 -4%
KA
828
Kovack Advisors
Florida
$288K +$8.05K +207 +3%
SWM
829
Spire Wealth Management
Virginia
$287K +$325K +8,355 New
MWM
830
Meridian Wealth Management
Kentucky
$286K -$41.8K -1,076 -14%
CHAM
831
Clear Harbor Asset Management
Connecticut
$286K +$6.22K +160 +2%
LOAMS
832
Lombard Odier Asset Management (Switzerland)
Switzerland
$285K +$262K +6,743 New
SAM
833
S.A. Mason
Michigan
$282K +$31.1K +800 +14%
S
834
Surevest
California
$281K +$855 +22 +0.3%
NP
835
NorthRock Partners
Minnesota
$280K -$11.8K -303 -4%
MMG
836
Monetary Management Group
Missouri
$280K +$124K +3,200 +93%
RWG
837
Regal Wealth Group
California
$279K -$32.2K -828 -11%
IFAM
838
Institutional & Family Asset Management
Colorado
$279K -$3.97K -102 -2%
DT
839
Diversified Trust
Tennessee
$278K -$285K -7,341 -53%
LCM
840
LCM Capital Management
Illinois
$278K -$10.3K -265 -4%
DBIA
841
Dumont & Blake Investment Advisors
New Jersey
$278K -$1.94K -50 -0.8%
MIC
842
Meridian Investment Counsel
California
$278K – – –
CF
843
Centaurus Financial
California
$276K -$1.82M -46,884 -88%
NB
844
Northwest Bancshares
Pennsylvania
$276K -$33.2K -853 -12%
WA
845
WBH Advisory
Maryland
$276K -$28.5K -732 -10%
PPSG
846
Princeton Portfolio Strategies Group
New Jersey
$276K – – –
AF
847
Arrow Financial
New York
$274K -$29.9K -770 -11%
NA
848
NewEdge Advisors
Louisiana
$272K -$181K -4,666 -42%
HW
849
Hancock Whitney
Mississippi
$271K -$2.68K -69 -1%
S
850
SignatureFD
Georgia
$271K +$6.22K +160 +3%
32 33
34
35 36