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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
851
Bryn Mawr Capital Management
Pennsylvania
$362K +$333K +6,297 New
TIA
852
Tiemann Investment Advisors
California
$362K -$1.96K -37 -0.6%
AIM
853
Avity Investment Management
Connecticut
$360K +$31.7K +600 +11%
PWS
854
Precision Wealth Strategies
Missouri
$359K -$4.13K -78 -1%
PCM
855
Prelude Capital Management
New York
$358K +$125K +2,365 +61%
NERM
856
New England Research & Management
Illinois
$358K -$709K -13,403 -68%
MWM
857
Meridian Wealth Management
Kentucky
$357K +$5.29K +100 +2%
LCM
858
LCM Capital Management
Illinois
$357K -$1.53K -29 -0.5%
CHAM
859
Clear Harbor Asset Management
Connecticut
$356K -$2.65K -50 -0.8%
MIM
860
Morningstar Investment Management
Illinois
$356K +$328K +6,195 New
RIL
861
Rothschild Investment LLC
Illinois
$356K -$67.2K -1,270 -17%
FWA
862
FSM Wealth Advisors
Ohio
$354K +$133K +2,519 +69%
BW
863
Basepoint Wealth
Iowa
$354K -$2.01K -38 -0.6%
TNA
864
True North Advisors
Texas
$354K -$52.2K -987 -14%
CFAM
865
Center For Asset Management
Florida
$353K – – –
CGL
866
Clarius Group LLC
Washington
$352K -$23K -434 -7%
SSB
867
Sandy Spring Bank
Maryland
$352K -$5.29K -100 -2%
SAM
868
S.A. Mason
Michigan
$346K +$106 +2 +0%
SWM
869
Spire Wealth Management
Virginia
$346K -$6.77K -128 -2%
BL
870
Bleichroeder LP
New York
$345K – – –
SLT
871
St Louis Trust
Missouri
$345K – – –
SFM
872
Systematic Financial Management
New Jersey
$345K – – –
NHT
873
New Hampshire Trust
New Hampshire
$343K -$2.65K -50 -0.8%
CAMG
874
CWA Asset Management Group
Florida
$341K +$314K +5,941 New
WIC
875
Woodmont Investment Counsel
Tennessee
$341K -$24.9K -470 -7%
33 34
35
36 37