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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
851
Brooklyn Investment Group
New York
$534K +$111K +1,632 +29%
NAM
852
NTV Asset Management
West Virginia
$533K – – –
FIM
853
Fruth Investment Management
Texas
$532K – – –
DJSG
854
D.J. St. Germain
Massachusetts
$530K +$35.8K +528 +8%
FIA
855
Foundations Investment Advisors
Arizona
$528K +$40.2K +593 +9%
AFG
856
Atomi Financial Group
New York
$527K -$6.11K -90 -1%
SWM
857
Spire Wealth Management
Virginia
$526K +$6.79K +100 +1%
SS
858
Sunbelt Securities
Texas
$524K +$94.5K +1,393 +22%
LA
859
LVW Advisors
New York
$524K +$271 +4 +0.1%
GVAG
860
Great Valley Advisor Group
Delaware
$522K -$13K -192 -3%
MPIA
861
Mountain Pacific Investment Advisers
Idaho
$522K – – –
LSA
862
Leonteq Securities AG
Switzerland
$521K -$34.7K -511 -7%
NB
863
Nicolet Bankshares
Wisconsin
$511K +$190K +2,803 +67%
HWM
864
Hohimer Wealth Management
Washington
$505K – – –
MCM
865
Mengis Capital Management
Oregon
$505K +$468K +6,901 New
CAG
866
Csenge Advisory Group
Florida
$503K +$479K +7,062 New
BIA
867
Bell Investment Advisors
California
$500K -$407 -6 -0.1%
FCCM
868
First City Capital Management
Georgia
$499K – – –
PI
869
PFG Investments
New York
$499K -$22.7K -334 -5%
BFO
870
Boston Family Office
Massachusetts
$498K – – –
EFSCE
871
Enterprise Financial Services Corp (EFSC)
Missouri
$498K +$8.75K +129 +2%
B
872
Bailard
California
$498K -$59.9K -883 -11%
FNB
873
Farmers National Bank
Kentucky
$497K – – –
RDWM
874
Red Door Wealth Management
Tennessee
$494K +$167K +2,466 +58%
BRWA
875
B. Riley Wealth Advisors
Florida
$492K +$456K +6,722 New
33 34
35
36 37