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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
826
Integrity Alliance
Iowa
$450K -$4.73K -85 -1%
IIM
827
Intact Investment Management
Quebec, Canada
$449K +$77.8K +1,400 +20%
SC
828
Syon Capital
California
$449K -$6.12K -110 -1%
SAI
829
Savvy Advisors Inc
New York
$446K +$74.4K +1,338 +19%
SCP
830
Sivia Capital Partners
California
$445K +$468K +8,412 New
PVI
831
Pine Valley Investments
New Jersey
$444K +$278 +5 +0.1%
FFM
832
Forum Financial Management
Illinois
$443K -$159K -2,857 -25%
CPIG
833
Chicago Partners Investment Group
Illinois
$438K +$68.6K +1,234 +19%
SWM
834
Shakespeare Wealth Management
Wisconsin
$438K – – –
NERM
835
New England Research & Management
Illinois
$437K -$2.29M -41,275 -83%
LWCFA
836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$437K +$167 +3 +0%
PCM
837
Pointe Capital Management
Michigan
$435K – – –
RT
838
Rockland Trust
Massachusetts
$429K -$115K -2,062 -20%
NP
839
NorthRock Partners
Minnesota
$429K -$369K -6,631 -45%
SEIA
840
Signature Estate & Investment Advisors
California
$428K -$129K -2,328 -22%
LBC
841
Lowe Brockenbrough & Co
Virginia
$428K +$16.8K +303 +4%
AG
842
Ascent Group
Virginia
$426K -$21.5K -387 -5%
MCC
843
Malaga Cove Capital
California
$426K +$61.5K +1,106 +16%
CG
844
CFO4Life Group
Texas
$425K +$2K +36 +0.4%
MWM
845
Mission Wealth Management
California
$424K +$6.84K +123 +2%
KIA
846
KCM Investment Advisors
California
$421K -$97.7K -1,758 -18%
WG
847
Winton Group
United Kingdom
$420K +$442K +7,950 New
TTWM
848
TCV Trust & Wealth Management
Virginia
$419K -$10.3K -186 -2%
JAFL
849
Jay A. Fishman Ltd
Michigan
$417K -$50K -900 -10%
RAM
850
Riggs Asset Management
Pennsylvania
$417K – – –
32 33
34
35 36