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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
876
FSM Wealth Advisors
Ohio
$393K -$3.32K -54 -0.9%
N
877
Numerai
California
$393K -$293K -4,777 -43%
MIM
878
Morningstar Investment Management
Illinois
$391K – – –
JMFC
879
J.M. Forbes & Co
Massachusetts
$390K – – –
IFWM
880
Institute for Wealth Management
Colorado
$389K – – –
LCM
881
LCM Capital Management
Illinois
$388K -$3.75K -61 -1%
CFAM
882
Center For Asset Management
Florida
$388K – – –
NGA
883
Naples Global Advisors
Florida
$386K – – –
WIC
884
Woodmont Investment Counsel
Tennessee
$382K – – –
HWMO
885
Heritage Wealth Management (Ohio)
Ohio
$382K +$371K +6,034 New
CPIG
886
Chicago Partners Investment Group
Illinois
$381K -$9.64K -157 -3%
CPA
887
Court Place Advisors
Maryland
$380K +$2.95K +48 +0.8%
SAM
888
S.A. Mason
Michigan
$380K +$61 +1 +0%
FNT
889
First National Trust
Pennsylvania
$380K -$18.5K -301 -5%
BL
890
Bleichroeder LP
New York
$378K – – –
SLT
891
St Louis Trust
Missouri
$378K – – –
SFM
892
Systematic Financial Management
New Jersey
$378K – – –
PWS
893
Precision Wealth Strategies
Missouri
$378K -$14.2K -232 -4%
KCM
894
KRS Capital Management
Michigan
$377K +$6.39K +104 +2%
DAS
895
Diversify Advisory Services
Utah
$375K -$39.4K -642 -10%
CCA
896
Cobblestone Capital Advisors
New York
$372K – – –
CAM
897
Covenant Asset Management
New Jersey
$372K – – –
MWM
898
Meridian Wealth Management
Kentucky
$372K +$362K +5,893 New
LIP
899
Lighthouse Investment Partners
Florida
$372K +$362K +5,892 New
USCWA
900
U.S. Capital Wealth Advisors
Texas
$371K +$6.51K +106 +2%
34 35
36
37 38