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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
876
Evergreen Capital Management
Washington
$259K +$36.4K +814 +17%
FFA
877
First Foundation Advisors
California
$258K +$11.9K +267 +5%
ESB
878
Essex Savings Bank
Connecticut
$256K -$14.9K -333 -6%
NIM
879
Northeast Investment Management
Massachusetts
$255K – – –
SIM
880
Sentry Investment Management
Wisconsin
$253K -$3K -67 -1%
KOMWMG
881
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K – – –
GWANC
882
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K -$1.75K -39 -0.7%
SCM
883
Shelton Capital Management
Colorado
$253K +$8.95K +200 +4%
GPI
884
General Partner Inc
Pennsylvania
$251K – – –
NECFA
885
New England Capital Financial Advisors
Connecticut
$250K +$627 +14 +0.3%
LIM
886
Leavell Investment Management
Alabama
$250K – – –
HT
887
Heritage Trust
Oklahoma
$250K -$95K -2,123 -28%
CWM
888
Congress Wealth Management
Massachusetts
$249K -$4.39K -98 -2%
LFAS
889
Level Four Advisory Services
Texas
$248K +$243K +5,426 New
WAP
890
Wealthcare Advisory Partners
Pennsylvania
$248K +$10.8K +241 +5%
AIM
891
Anchor Investment Management
South Carolina
$247K -$24.6K -550 -9%
DTC
892
Davidson Trust Company
Washington
$247K +$242K +5,396 New
MLIC
893
Mandatum Life Insurance Company
Finland
$245K -$13.4K -300 -5%
CA
894
Claro Advisors
Massachusetts
$242K +$3.49K +78 +1%
VI
895
Versor Investments
New York
$242K +$237K +5,300 New
EWM
896
Endowment Wealth Management
Wisconsin
$239K +$3.31K +74 +1%
PWMAG
897
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$234K +5,218 New
SWA
898
Stratos Wealth Advisors
Ohio
$238K -$104K -2,329 -31%
CHAM
899
Clear Harbor Asset Management
Connecticut
$238K +$179 +4 +0.1%
ATC
900
Adirondack Trust Company
New York
$236K -$4.74K -106 -2%
34 35
36
37 38