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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
851
Anchor Investment Management
South Carolina
$212K -$5.12K -130 -2%
HCM
852
Howland Capital Management
Massachusetts
$211K -$13.8K -350 -6%
AF
853
Aldebaran Financial
$211K -$985 -25 -0.4%
CAM
854
Covenant Asset Management
New Jersey
$210K -$8.66K -220 -4%
RT
855
Rockland Trust
Massachusetts
$210K -$2.64K -67 -1%
CWM
856
Calamos Wealth Management
Illinois
$209K -$6.03K -153 -3%
AF
857
Arrow Financial
New York
$209K -$2.76K -70 -1%
DBIA
858
Dumont & Blake Investment Advisors
New Jersey
$208K -$30.9K -785 -12%
CI
859
Conning Inc
Connecticut
$208K -$22.4K -568 -9%
SIM
860
Sentry Investment Management
Wisconsin
$208K – – –
9WM
861
9258 Wealth Management
Ohio
$208K +$39 +1 +0%
GWANC
862
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K +$5.04K +128 +2%
BOH
863
Bank of Hawaii
Hawaii
$208K +$231K +5,855 New
CT
864
Colonial Trust
South Carolina
$207K +$229K +5,811 New
NB
865
Northwest Bancshares
Pennsylvania
$207K +$229K +5,819 New
O
866
Ossiam
France
$207K +$230K +5,833 New
S
867
Surevest
California
$206K -$14.6K -370 -6%
LA
868
LVW Advisors
New York
$206K +$228K +5,788 New
BSW
869
Buckingham Strategic Wealth
Missouri
$205K +$4.1K +104 +2%
CL
870
CPWM LLC
Washington
$204K -$41.5K -1,055 -16%
CWM
871
Congress Wealth Management
Massachusetts
$203K -$21.1K -535 -9%
HW
872
Hancock Whitney
Mississippi
$203K -$3.43K -87 -2%
TA
873
Tiedemann Advisors
New York
$203K – – –
PWPS
874
Pinnacle Wealth Planning Services
Ohio
$202K -$27.3K -693 -11%
CCM
875
Cullen Capital Management
New York
$202K – – –
33 34
35
36 37