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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
876
Virtue Capital Management
Tennessee
$281K -$33.4K -758 -12%
CCA
877
Cobblestone Capital Advisors
New York
$281K -$6.6K -150 -3%
SAM
878
S.A. Mason
Michigan
$280K – – –
ECG
879
Edge Capital Group
Georgia
$280K -$29.1K -662 -11%
EWM
880
Endowment Wealth Management
Wisconsin
$280K +$17.5K +397 +8%
HW
881
Hancock Whitney
Mississippi
$279K -$1.41K -32 -0.6%
ESB
882
Essex Savings Bank
Connecticut
$278K – – –
CCM
883
Cullen Capital Management
New York
$278K -$3.74K -85 -1%
CWM
884
Congress Wealth Management
Massachusetts
$278K +$5.85K +133 +2%
NIM
885
Northeast Investment Management
Massachusetts
$277K – – –
FFA
886
First Foundation Advisors
California
$276K -$4.09K -93 -2%
KOMWMG
887
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$275K – – –
SIM
888
Sentry Investment Management
Wisconsin
$275K – – –
SCM
889
Shelton Capital Management
Colorado
$274K – – –
OIA
890
Optimum Investment Advisors
Illinois
$273K +$41.8K +950 +21%
LIM
891
Leavell Investment Management
Alabama
$272K – – –
LB
892
Legacy Bridge
Iowa
$271K -$26.4K -600 -10%
AIM
893
Anchor Investment Management
South Carolina
$271K +$2.2K +50 +0.9%
HT
894
Heritage Trust
Oklahoma
$271K -$748 -17 -0.3%
FFWA
895
FRG Family Wealth Advisors
Washington
$270K -$12.1K -275 -5%
NECFA
896
New England Capital Financial Advisors
Connecticut
$268K -$3.21K -73 -1%
AWM
897
Axxcess Wealth Management
California
$268K +$238K +5,398 New
IAN
898
Integrated Advisors Network
Texas
$267K +$9.64K +219 +4%
CA
899
Claro Advisors
Massachusetts
$264K +$836 +19 +0.4%
CA
900
Cambridge Advisors
Nebraska
$264K -$30.8K -700 -12%
34 35
36
37 38