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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
826
Sovereign Financial Group
Connecticut
$318K +$151K +3,212 +86%
GIM
827
Goelzer Investment Management
Indiana
$317K – – –
FFA
828
First Foundation Advisors
California
$316K -$16.5K -351 -5%
WI
829
Wintrust Investments
Illinois
$316K -$1.08K -23 -0.3%
AWM
830
Altium Wealth Management
New York
$315K -$2.87K -61 -0.9%
TCM
831
Teza Capital Management
Illinois
$314K +$323K +6,851 New
FMLI
832
Fukoku Mutual Life Insurance
Japan
$311K – – –
AIM
833
Athena Investment Management
California
$310K +$316K +6,718 New
HTC
834
Haverford Trust Company
Pennsylvania
$310K +$318K +6,751 New
LS
835
Livforsakringsbolaget Skandia
Sweden
$308K – – –
FFWA
836
FRG Family Wealth Advisors
Washington
$307K +$38.6K +820 +14%
ESB
837
Essex Savings Bank
Connecticut
$306K -$1.08K -23 -0.3%
DBIA
838
Dumont & Blake Investment Advisors
New Jersey
$306K +$612 +13 +0.2%
AWM
839
Axxcess Wealth Management
California
$305K – – –
APP
840
Avantax Planning Partners
Iowa
$303K -$1.41K -30 -0.5%
DPIM
841
Duff & Phelps Investment Management
Illinois
$303K – – –
WEG
842
World Equity Group
Illinois
$301K +$309K +6,572 New
JMFC
843
J.M. Forbes & Co
Massachusetts
$300K +$1.04K +22 +0.3%
CI
844
Conning Inc
Connecticut
$296K -$58.9K -1,250 -16%
SNB
845
Security National Bank
Nebraska
$296K +$304K +6,454 New
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$295K -$6.73K -143 -2%
LCM
847
LCM Capital Management
Illinois
$295K +$4.71K +100 +2%
ADL
848
Asset Dedication LLC
California
$294K -$4.05K -86 -1%
IFAM
849
Institutional & Family Asset Management
Colorado
$293K -$235 -5 -0.1%
LI
850
LMCG Investments
Massachusetts
$293K +$301K +6,391 New
32 33
34
35 36