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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
826
Arax Advisory Partners
Colorado
$380K +$25.3K +469 +7%
KPW
827
Kore Private Wealth
New York
$379K -$172K -3,180 -31%
WWM
828
Western Wealth Management
Colorado
$379K +$383K +7,092 New
RP
829
Riverwater Partners
Wisconsin
$377K +$375K +6,946 New
CWM
830
Congress Wealth Management
Massachusetts
$377K +$375K +6,947 New
AWM
831
Altium Wealth Management
New York
$376K -$25.2K -467 -6%
SVWAG
832
Sound View Wealth Advisors Group
Georgia
$376K -$1.46K -27 -0.4%
GIM
833
Goelzer Investment Management
Indiana
$375K – – –
WI
834
Wintrust Investments
Illinois
$374K +$373K +6,904 New
CL
835
CPWM LLC
Washington
$372K – – –
QCG
836
Quadrant Capital Group
Ohio
$372K +$12.1K +225 +3%
AIM
837
Avity Investment Management
Connecticut
$370K -$2K -37 -0.5%
FMLI
838
Fukoku Mutual Life Insurance
Japan
$368K +$11.9K +220 +3%
AA
839
ALPS Advisors
Colorado
$366K +$7.23K +134 +2%
LS
840
Livforsakringsbolaget Skandia
Sweden
$364K -$297K -5,500 -45%
ESB
841
Essex Savings Bank
Connecticut
$362K -$11.6K -215 -3%
DBIA
842
Dumont & Blake Investment Advisors
New Jersey
$362K +$4.91K +91 +1%
CG
843
Colony Group
Massachusetts
$361K -$13.4K -248 -4%
APP
844
Avantax Planning Partners
Iowa
$360K +$41.5K +769 +13%
AWM
845
Axxcess Wealth Management
California
$360K +$358K +6,639 New
SS
846
Sunbelt Securities
Texas
$359K -$702 -13 -0.2%
DPIM
847
Duff & Phelps Investment Management
Illinois
$358K – – –
LWCFA
848
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$357K – – –
AIM
849
Anchor Investment Management
South Carolina
$356K -$2.7K -50 -0.8%
JMFC
850
J.M. Forbes & Co
Massachusetts
$353K +$26.7K +494 +8%
32 33
34
35 36