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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
826
First Foundation Advisors
California
$235K -$11.5K -294 -4%
DPIM
827
Duff & Phelps Investment Management
Illinois
$235K – – –
SVWAG
828
Sound View Wealth Advisors Group
Georgia
$234K -$14.4K -366 -5%
AF
829
Allworth Financial
California
$234K +$14.7K +375 +6%
WEG
830
World Equity Group
Illinois
$234K -$903 -23 -0.3%
MA
831
Mutual Advisors
Nebraska
$232K -$69.6K -1,774 -21%
FA
832
FDx Advisors
Illinois
$232K +$256K +6,512 New
JMFC
833
J.M. Forbes & Co
Massachusetts
$231K -$2.43K -62 -0.9%
CT
834
Chicago Trust
Illinois
$231K +$9.81K +250 +4%
SNB
835
Security National Bank
Nebraska
$230K – – –
CI
836
Conning Inc
Connecticut
$229K -$903 -23 -0.4%
LCM
837
LCM Capital Management
Illinois
$228K -$942 -24 -0.4%
LI
838
LMCG Investments
Massachusetts
$228K -$432 -11 -0.2%
SCM
839
Schnieders Capital Management
California
$227K -$60.1K -1,530 -19%
IFAM
840
Institutional & Family Asset Management
Colorado
$227K -$667 -17 -0.3%
PWPS
841
Pinnacle Wealth Planning Services
Ohio
$227K +$35.1K +895 +16%
HCM
842
Howland Capital Management
Massachusetts
$225K – – –
MMPW
843
Mitchell McLeod Pugh & Williams
Alabama
$225K – – –
ADL
844
Asset Dedication LLC
California
$224K -$4.83K -123 -2%
RCA
845
Resonant Capital Advisors
Wisconsin
$224K -$785 -20 -0.3%
WIC
846
Woodmont Investment Counsel
Tennessee
$224K – – –
CWM
847
Congress Wealth Management
Massachusetts
$222K -$2.98K -76 -1%
FCBT
848
First Citizens Bank & Trust
North Carolina
$221K +$243K +6,195 New
ONB
849
Old National Bancorp
Indiana
$220K -$38K -967 -14%
OWP
850
Obermeyer Wealth Partners
Colorado
$220K – – –
32 33
34
35 36