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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
876
LVW Advisors
New York
$239K +$243 +6 +0.1%
WPW
877
Waldron Private Wealth
Pennsylvania
$238K – – –
QCM
878
Quantinno Capital Management
New York
$238K +$234K +5,770 New
CL
879
Choreo LLC
Illinois
$237K +$233K +5,745 New
FDS
880
Freedom Day Solutions
Texas
$237K +$233K +5,744 New
BSW
881
Buckingham Strategic Wealth
Missouri
$236K -$1.46K -36 -0.6%
FFWA
882
FRG Family Wealth Advisors
Washington
$235K -$20.3K -500 -8%
HW
883
Hancock Whitney
Mississippi
$235K – – –
CCM
884
Cullen Capital Management
New York
$234K – – –
9WM
885
9258 Wealth Management
Ohio
$234K -$7.43K -183 -3%
MLIC
886
Mandatum Life Insurance Company
Finland
$233K – – –
PG
887
Pendal Group
Australia
$233K +$229K +5,638 New
NECFA
888
New England Capital Financial Advisors
Connecticut
$232K +$221K +5,458 New
WSCM
889
Wellington Shields Capital Management
New York
$232K – – –
FBT
890
First Bank & Trust
South Dakota
$232K +$228K +5,622 New
SIM
891
Sentry Investment Management
Wisconsin
$231K -$10.3K -253 -4%
GWANC
892
Guardian Wealth Advisors (North Carolina)
North Carolina
$230K -$12.3K -302 -5%
AF
893
Aldebaran Financial
$230K -$12.2K -300 -5%
NIM
894
Northeast Investment Management
Massachusetts
$229K +$226K +5,563 New
CWM
895
Congress Wealth Management
Massachusetts
$229K -$5.68K -140 -2%
KOMWMG
896
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$228K +$224K +5,531 New
FFA
897
Founders Financial Alliance
North Carolina
$228K +$224K +5,526 New
LIM
898
Leavell Investment Management
Alabama
$226K +$221K +5,457 New
EGM
899
Engineers Gate Manager
New York
$224K -$2.17M -53,474 -91%
FFA
900
First Foundation Advisors
California
$222K -$45.5K -1,121 -17%
34 35
36
37 38