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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
851
Schonfeld Strategic Advisors
New York
$333K +$332K +6,024 New
NHT
852
New Hampshire Trust
New Hampshire
$332K – – –
BL
853
Bleichroeder LP
New York
$331K – – –
SLT
854
St Louis Trust
Missouri
$331K – – –
SFM
855
Systematic Financial Management
New Jersey
$331K – – –
UM
856
UniSuper Management
Australia
$331K – – –
CCA
857
Childress Capital Advisors
Texas
$331K +$330K +5,999 New
APP
858
Avantax Planning Partners
Iowa
$330K -$45.9K -834 -12%
FDS
859
Freedom Day Solutions
Texas
$329K +$991 +18 +0.3%
CWM
860
Calamos Wealth Management
Illinois
$329K – – –
IAA
861
Independent Advisor Alliance
North Carolina
$328K -$261K -4,739 -44%
PTC
862
Philadelphia Trust Company
Pennsylvania
$327K -$6.78M -123,130 -95%
OCBCO
863
Oversea-Chinese Banking Corp (OCBC)
Singapore
$326K – – –
MWM
864
Mission Wealth Management
California
$326K +$325K +5,902 New
CAM
865
Covenant Asset Management
New Jersey
$326K – – –
SWA
866
Stratos Wealth Advisors
Ohio
$324K -$21.4K -388 -6%
DBIA
867
Dumont & Blake Investment Advisors
New Jersey
$323K +$2.42K +44 +0.8%
MIM
868
Miller Investment Management
Pennsylvania
$322K -$393K -7,150 -55%
GPI
869
General Partner Inc
Pennsylvania
$321K – – –
PA
870
Procyon Advisors
Connecticut
$321K +$320K +5,808 New
CFG
871
Citizens Financial Group
Rhode Island
$320K +$319K +5,805 New
CWM
872
Cedar Wealth Management
California
$320K +$105K +1,900 +49%
FCBT
873
First Citizens Bank & Trust
North Carolina
$320K +$3.19K +58 +1%
LI
874
LMCG Investments
Massachusetts
$319K -$275 -5 -0.1%
SAM
875
Steinberg Asset Management
New York
$318K +$39.1K +711 +14%
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