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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
876
Tiemann Investment Advisors
California
$397K – – –
FWA
877
FSM Wealth Advisors
Ohio
$393K -$3.32K -54 -0.9%
N
878
Numerai
California
$393K -$293K -4,777 -43%
MIM
879
Morningstar Investment Management
Illinois
$391K – – –
JMFC
880
J.M. Forbes & Co
Massachusetts
$390K – – –
IFWM
881
Institute for Wealth Management
Colorado
$389K – – –
LCM
882
LCM Capital Management
Illinois
$388K -$3.75K -61 -1%
CFAM
883
Center For Asset Management
Florida
$388K – – –
NGA
884
Naples Global Advisors
Florida
$386K – – –
WIC
885
Woodmont Investment Counsel
Tennessee
$382K – – –
HWMO
886
Heritage Wealth Management (Ohio)
Ohio
$382K +$371K +6,034 New
CPIG
887
Chicago Partners Investment Group
Illinois
$381K -$9.64K -157 -3%
CPA
888
Court Place Advisors
Maryland
$380K +$2.95K +48 +0.8%
SAM
889
S.A. Mason
Michigan
$380K +$61 +1 +0%
FNT
890
First National Trust
Pennsylvania
$380K -$18.5K -301 -5%
BL
891
Bleichroeder LP
New York
$378K – – –
SLT
892
St Louis Trust
Missouri
$378K – – –
SFM
893
Systematic Financial Management
New Jersey
$378K – – –
PWS
894
Precision Wealth Strategies
Missouri
$378K -$14.2K -232 -4%
KCM
895
KRS Capital Management
Michigan
$377K +$6.39K +104 +2%
DAS
896
Diversify Advisory Services
Utah
$375K -$39.4K -642 -10%
CCA
897
Cobblestone Capital Advisors
New York
$372K – – –
CAM
898
Covenant Asset Management
New Jersey
$372K – – –
MWM
899
Meridian Wealth Management
Kentucky
$372K +$362K +5,893 New
LIP
900
Lighthouse Investment Partners
Florida
$372K +$362K +5,892 New
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