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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Cambridge Advisors
Nebraska
$270K – – –
CGL
852
Clarius Group LLC
Washington
$270K +$6.65K +171 +3%
MAM
853
Meeder Asset Management
Ohio
$270K +$41.7K +1,073 +20%
KLCM
854
KG&L Capital Management
Louisiana
$268K -$15.6K -401 -6%
IWC
855
Integrated Wealth Concepts
Massachusetts
$267K -$33.9K -873 -12%
TMAM
856
Tokio Marine Asset Management
Japan
$267K +$10.3K +265 +4%
ECG
857
Edge Capital Group
Georgia
$266K -$7.57M -194,706 -97%
MMPW
858
Mitchell McLeod Pugh & Williams
Alabama
$266K -$894 -23 -0.4%
TA
859
Tiedemann Advisors
New York
$265K +$5.17K +133 +2%
ADL
860
Asset Dedication LLC
California
$264K -$104K -2,683 -30%
ESB
861
Essex Savings Bank
Connecticut
$264K -$21K -540 -7%
LA
862
LVW Advisors
New York
$264K -$16.8K -432 -6%
SIA
863
Soltis Investment Advisors
Utah
$263K +$778 +20 +0.3%
FCH
864
Freestone Capital Holdings
Washington
$263K +$8.71K +224 +4%
NFG
865
Next Financial Group
Texas
$262K +$894 +23 +0.4%
RIL
866
Rothschild Investment LLC
Illinois
$260K – – –
FFBTD
867
First Financial Bank - Trust Division
Ohio
$259K -$24.1K -620 -9%
DTC
868
Davidson Trust Company
Washington
$259K – – –
LBC
869
Lowe Brockenbrough & Co
Virginia
$259K – – –
OIA
870
Optimum Investment Advisors
Illinois
$259K – – –
EI
871
Ellevest Inc
New York
$259K +$148K +3,809 +164%
CAM
872
Covenant Asset Management
New Jersey
$258K – – –
QCG
873
Quadrant Capital Group
Ohio
$258K +$14K +361 +6%
JMFC
874
J.M. Forbes & Co
Massachusetts
$257K -$1.94K -50 -0.8%
BIAS
875
Beacon Investment Advisory Services
New Jersey
$256K -$31.7K -816 -12%
33 34
35
36 37