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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
851
BSW Wealth Partners
Colorado
$538K -$52.6K -775 -10%
BIG
852
Brooklyn Investment Group
New York
$534K +$111K +1,632 +29%
NAM
853
NTV Asset Management
West Virginia
$533K – – –
FIM
854
Fruth Investment Management
Texas
$532K – – –
DJSG
855
D.J. St. Germain
Massachusetts
$530K +$35.8K +528 +8%
FIA
856
Foundations Investment Advisors
Arizona
$528K +$40.2K +593 +9%
AFG
857
Atomi Financial Group
New York
$527K -$6.11K -90 -1%
SWM
858
Spire Wealth Management
Virginia
$526K +$6.79K +100 +1%
SS
859
Sunbelt Securities
Texas
$524K +$94.5K +1,393 +22%
LA
860
LVW Advisors
New York
$524K +$271 +4 +0.1%
GVAG
861
Great Valley Advisor Group
Delaware
$522K -$13K -192 -3%
MPIA
862
Mountain Pacific Investment Advisers
Idaho
$522K – – –
LSA
863
Leonteq Securities AG
Switzerland
$521K -$34.7K -511 -7%
NB
864
Nicolet Bankshares
Wisconsin
$511K +$190K +2,803 +67%
HWM
865
Hohimer Wealth Management
Washington
$505K – – –
MCM
866
Mengis Capital Management
Oregon
$505K +$468K +6,901 New
CAG
867
Csenge Advisory Group
Florida
$503K +$479K +7,062 New
BIA
868
Bell Investment Advisors
California
$500K -$407 -6 -0.1%
FCCM
869
First City Capital Management
Georgia
$499K – – –
PI
870
PFG Investments
New York
$499K -$22.7K -334 -5%
BFO
871
Boston Family Office
Massachusetts
$498K – – –
EFSCE
872
Enterprise Financial Services Corp (EFSC)
Missouri
$498K +$8.75K +129 +2%
B
873
Bailard
California
$498K -$59.9K -883 -11%
FNB
874
Farmers National Bank
Kentucky
$497K – – –
RDWM
875
Red Door Wealth Management
Tennessee
$494K +$167K +2,466 +58%
33 34
35
36 37