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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
851
Integrated Wealth Concepts
Massachusetts
$267K -$33.9K -873 -12%
TMAM
852
Tokio Marine Asset Management
Japan
$267K +$10.3K +265 +4%
ECG
853
Edge Capital Group
Georgia
$266K -$7.57M -194,706 -97%
MMPW
854
Mitchell McLeod Pugh & Williams
Alabama
$266K -$894 -23 -0.4%
TA
855
Tiedemann Advisors
New York
$265K +$5.17K +133 +2%
ADL
856
Asset Dedication LLC
California
$264K -$104K -2,683 -30%
ESB
857
Essex Savings Bank
Connecticut
$264K -$21K -540 -7%
LA
858
LVW Advisors
New York
$264K -$16.8K -432 -6%
SIA
859
Soltis Investment Advisors
Utah
$263K +$778 +20 +0.3%
FCH
860
Freestone Capital Holdings
Washington
$263K +$8.71K +224 +4%
NFG
861
Next Financial Group
Texas
$262K +$894 +23 +0.4%
RIL
862
Rothschild Investment LLC
Illinois
$260K – – –
FFBTD
863
First Financial Bank - Trust Division
Ohio
$259K -$24.1K -620 -9%
DTC
864
Davidson Trust Company
Washington
$259K – – –
LBC
865
Lowe Brockenbrough & Co
Virginia
$259K – – –
OIA
866
Optimum Investment Advisors
Illinois
$259K – – –
EI
867
Ellevest Inc
New York
$259K +$148K +3,809 +164%
CAM
868
Covenant Asset Management
New Jersey
$258K – – –
QCG
869
Quadrant Capital Group
Ohio
$258K +$14K +361 +6%
JMFC
870
J.M. Forbes & Co
Massachusetts
$257K -$1.94K -50 -0.8%
BIAS
871
Beacon Investment Advisory Services
New Jersey
$256K -$31.7K -816 -12%
UHC
872
Union Heritage Capital
Michigan
$255K +$236K +6,060 New
ACA
873
Atlas Capital Advisors
Wyoming
$253K – – –
WOC
874
West Oak Capital
California
$253K -$25.3K -650 -10%
BL
875
Bleichroeder LP
New York
$253K – – –
33 34
35
36 37