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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
826
Clarius Group LLC
Washington
$316K +$4.6K +103 +2%
GJIC
827
Gamble Jones Investment Counsel
California
$315K -$290K -6,500 -50%
QCG
828
Quadrant Capital Group
Ohio
$315K +$16.6K +371 +6%
FCH
829
Freestone Capital Holdings
Washington
$313K +$9.52K +213 +3%
MMG
830
Monetary Management Group
Missouri
$312K -$8.94K -200 -3%
IFAM
831
Institutional & Family Asset Management
Colorado
$311K -$10.1K -226 -3%
HW
832
Hancock Whitney
Mississippi
$310K -$1.21K -27 -0.4%
B
833
Bailard
California
$309K -$148K -3,301 -34%
KLCM
834
KG&L Capital Management
Louisiana
$309K -$45 -1 -0%
WAP
835
Wealthcare Advisory Partners
Pennsylvania
$308K +$123K +2,754 +77%
FL
836
Fort LP
Maryland
$308K +$283K +6,334 New
FFWA
837
FRG Family Wealth Advisors
Washington
$307K -$52.7K -1,180 -16%
MMPW
838
Mitchell McLeod Pugh & Williams
Alabama
$307K – – –
CA
839
Cambridge Advisors
Nebraska
$306K -$4.47K -100 -2%
MPI
840
Mairs & Power Inc
Minnesota
$304K -$40.2K -900 -13%
NFG
841
Next Financial Group
Texas
$302K +$313 +7 +0.1%
ESB
842
Essex Savings Bank
Connecticut
$301K -$30.7K -688 -10%
9WM
843
9258 Wealth Management
Ohio
$300K -$31.6K -707 -10%
TA
844
Tiedemann Advisors
New York
$299K -$4.38K -98 -2%
RIL
845
Rothschild Investment LLC
Illinois
$299K – – –
HC
846
Henshaw Capital
Massachusetts
$298K +$274K +6,138 New
LBC
847
Lowe Brockenbrough & Co
Virginia
$298K – – –
CAM
848
Covenant Asset Management
New Jersey
$297K – – –
IWC
849
Integrated Wealth Concepts
Massachusetts
$296K -$10.3K -230 -4%
NB
850
Northwest Bancshares
Pennsylvania
$295K -$21.1K -472 -7%
32 33
34
35 36