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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
876
Conning Inc
Connecticut
$241K -$1.05K -26 -0.4%
AF
877
Arrow Financial
New York
$240K -$2.64K -65 -1%
IIM
878
InTrack Investment Management
Vermont
$240K -$6.61K -163 -3%
LA
879
LVW Advisors
New York
$239K +$243 +6 +0.1%
WPW
880
Waldron Private Wealth
Pennsylvania
$238K – – –
QCM
881
Quantinno Capital Management
New York
$238K +$234K +5,770 New
CL
882
Choreo LLC
Illinois
$237K +$233K +5,745 New
FDS
883
Freedom Day Solutions
Texas
$237K +$233K +5,744 New
BSW
884
Buckingham Strategic Wealth
Missouri
$236K -$1.46K -36 -0.6%
FFWA
885
FRG Family Wealth Advisors
Washington
$235K -$20.3K -500 -8%
HW
886
Hancock Whitney
Mississippi
$235K – – –
CCM
887
Cullen Capital Management
New York
$234K – – –
9WM
888
9258 Wealth Management
Ohio
$234K -$7.43K -183 -3%
MLIC
889
Mandatum Life Insurance Company
Finland
$233K – – –
PG
890
Pendal Group
Australia
$233K +$229K +5,638 New
NECFA
891
New England Capital Financial Advisors
Connecticut
$232K +$221K +5,458 New
WSCM
892
Wellington Shields Capital Management
New York
$232K – – –
FBT
893
First Bank & Trust
South Dakota
$232K +$228K +5,622 New
SIM
894
Sentry Investment Management
Wisconsin
$231K -$10.3K -253 -4%
GWANC
895
Guardian Wealth Advisors (North Carolina)
North Carolina
$230K -$12.3K -302 -5%
AF
896
Aldebaran Financial
$230K -$12.2K -300 -5%
NIM
897
Northeast Investment Management
Massachusetts
$229K +$226K +5,563 New
CWM
898
Congress Wealth Management
Massachusetts
$229K -$5.68K -140 -2%
KOMWMG
899
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$228K +$224K +5,531 New
FFA
900
Founders Financial Alliance
North Carolina
$228K +$224K +5,526 New
34 35
36
37 38