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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
851
WMS Partners
Maryland
$250K -$99.7K -2,753 -29%
DBIA
852
Dumont & Blake Investment Advisors
New Jersey
$250K -$1.85K -51 -0.8%
CHAM
853
Clear Harbor Asset Management
Connecticut
$250K – – –
MIC
854
Meridian Investment Counsel
California
$249K -$6.15K -170 -3%
KA
855
Kovack Advisors
Florida
$249K +$239K +6,611 New
HI
856
Horizon Investments
North Carolina
$249K +$239K +6,612 New
GT
857
Greenleaf Trust
Michigan
$248K +$238K +6,562 New
PPSG
858
Princeton Portfolio Strategies Group
New Jersey
$247K +$237K +6,541 New
KPWS
859
Kestra Private Wealth Services
Texas
$246K +$236K +6,532 New
SNT
860
Security National Trust
West Virginia
$244K -$160K -4,408 -41%
HW
861
Hancock Whitney
Mississippi
$244K -$2.9K -80 -1%
KPW
862
Kore Private Wealth
New York
$244K +$234K +6,473 New
HT
863
Heritage Trust
Oklahoma
$243K +$234K +6,453 New
CA
864
Cambridge Advisors
Nebraska
$241K +$232K +6,401 New
BBI
865
Baxter Bros Inc
Connecticut
$239K -$61.3K -1,694 -21%
MMPW
866
Mitchell McLeod Pugh & Williams
Alabama
$239K +$229K +6,332 New
RWA
867
Ropes Wealth Advisors
Massachusetts
$237K +$44.5K +1,229 +24%
S
868
SignatureFD
Georgia
$236K -$50.5K -1,395 -18%
ST
869
Spinnaker Trust
Maine
$235K -$48K -1,325 -18%
CGL
870
Clarius Group LLC
Washington
$235K +$225K +6,229 New
NFG
871
Next Financial Group
Texas
$234K -$1.52K -42 -0.7%
SIA
872
Soltis Investment Advisors
Utah
$234K +$224K +6,199 New
OIA
873
Optimum Investment Advisors
Illinois
$232K -$85.1K -2,350 -28%
PG
874
Proffitt & Goodson
Tennessee
$232K -$3.4K -94 -2%
CAM
875
Congress Asset Management
Massachusetts
$232K +$222K +6,144 New
33 34
35
36 37