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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
851
Rothschild Investment LLC
Illinois
$220K – – –
S
852
Surevest
California
$220K +$21.2K +539 +10%
PTCG
853
Pring Turner Capital Group
California
$219K -$353K -9,000 -59%
WI
854
Wintrust Investments
Illinois
$219K -$29.3K -746 -11%
CFAM
855
Center For Asset Management
Florida
$219K – – –
KM
856
Kalos Management
Georgia
$219K +$12.7K +323 +6%
CCA
857
Cobblestone Capital Advisors
New York
$219K +$40.1K +1,022 +20%
CAM
858
Covenant Asset Management
New Jersey
$218K – – –
AIM
859
Anchor Investment Management
South Carolina
$217K -$2.94K -75 -1%
LB
860
Legacy Bridge
Iowa
$216K -$8.83K -225 -4%
CWM
861
Calamos Wealth Management
Illinois
$215K -$4.81M -122,498 -95%
CA
862
Cambridge Advisors
Nebraska
$214K -$2.9K -74 -1%
B
863
Bailard
California
$214K -$1.18K -30 -0.5%
BL
864
Bleichroeder LP
New York
$214K – – –
RT
865
Rockland Trust
Massachusetts
$214K – – –
SLT
866
St Louis Trust
Missouri
$214K – – –
SFM
867
Systematic Financial Management
New Jersey
$214K – – –
GWM
868
Geneos Wealth Management
Colorado
$212K -$11.5K -292 -5%
AF
869
Arrow Financial
New York
$212K – – –
AF
870
Aldebaran Financial
$210K -$263K -6,700 -53%
APP
871
Avantax Planning Partners
Iowa
$210K -$28.4K -724 -11%
TA
872
TFG Advisers
Michigan
$210K +$7.58K +193 +3%
SIM
873
Sentry Investment Management
Wisconsin
$209K -$44.8K -1,140 -16%
9WM
874
9258 Wealth Management
Ohio
$209K -$9.78K -249 -4%
CCM
875
Compton Capital Management
Rhode Island
$207K -$281K -7,157 -55%
33 34
35
36 37