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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Axxcess Wealth Management
California
$360K +$358K +6,639 New
SS
852
Sunbelt Securities
Texas
$359K -$702 -13 -0.2%
DPIM
853
Duff & Phelps Investment Management
Illinois
$358K – – –
LWCFA
854
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$357K – – –
AIM
855
Anchor Investment Management
South Carolina
$356K -$2.7K -50 -0.8%
JMFC
856
J.M. Forbes & Co
Massachusetts
$353K +$26.7K +494 +8%
WA
857
WBH Advisory
Maryland
$350K -$2.64K -49 -0.8%
ADL
858
Asset Dedication LLC
California
$349K -$22.9K -424 -6%
NF
859
NTB Financial
Colorado
$349K +$347K +6,431 New
ATC
860
Adirondack Trust Company
New York
$348K -$24K -445 -6%
ONB
861
Old National Bancorp
Indiana
$348K – – –
LB
862
Legacy Bridge
Iowa
$348K +$32.4K +600 +10%
IFAM
863
Institutional & Family Asset Management
Colorado
$347K – – –
MS
864
Maven Securities
Jersey
$345K -$571K -10,581 -62%
CAL
865
Capital Analysts LLC
Pennsylvania
$345K -$19K -352 -5%
NIM
866
Northeast Investment Management
Massachusetts
$343K -$75.9K -1,407 -18%
LCM
867
LCM Capital Management
Illinois
$343K -$2.32K -43 -0.7%
CT
868
Chicago Trust
Illinois
$343K +$341K +6,320 New
MMPW
869
Mitchell McLeod Pugh & Williams
Alabama
$342K – – –
HCM
870
Howland Capital Management
Massachusetts
$341K -$44.8K -830 -12%
TSS
871
Two Sigma Securities
New York
$340K +$339K +6,275 New
RCA
872
Resonant Capital Advisors
Wisconsin
$337K +$16.7K +310 +5%
HW
873
Hancock Whitney
Mississippi
$336K -$8.53K -158 -2%
WPW
874
Waldron Private Wealth
Pennsylvania
$336K +$54 +1 +0%
OWP
875
Obermeyer Wealth Partners
Colorado
$335K – – –
33 34
35
36 37