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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
901
Avantax Planning Partners
Iowa
$218K -$113K -3,113 -35%
PCTC
902
Perkins Coie Trust Company
Washington
$218K -$106K -2,917 -34%
ST
903
Smithfield Trust
Pennsylvania
$218K -$4.38K -121 -2%
RCA
904
Resonant Capital Advisors
Wisconsin
$218K +$208K +5,750 New
QCG
905
Quadrant Capital Group
Ohio
$217K +$1.3K +36 +0.6%
CI
906
CX Institutional
Indiana
$217K +$7.24K +200 +4%
BWAM
907
Boyd Watterson Asset Management
Ohio
$216K +$207K +5,726 New
FQ
908
First Quadrant
California
$215K -$3.95K -109 -2%
WI
909
Wintrust Investments
Illinois
$214K +$205K +5,667 New
GCP
910
GSA Capital Partners
United Kingdom
$214K +$205K +5,669 New
AIM
911
Avity Investment Management
Connecticut
$214K +$205K +5,674 New
BSW
912
Buckingham Strategic Wealth
Missouri
$214K +$206K +5,677 New
PPW
913
Parcion Private Wealth
Washington
$213K -$345K -9,526 -63%
FFA
914
Founders Financial Alliance
North Carolina
$212K -$14.7K -406 -7%
SW
915
SlateStone Wealth
Florida
$212K +$204K +5,627 New
SCCM
916
Schafer Cullen Capital Management
New York
$212K +$204K +5,633 New
EPM
917
Equitec Proprietary Markets
Illinois
$211K – – –
AG
918
AIA Group
Hong Kong
$210K +$200K +5,516 New
CWP
919
Curated Wealth Partners
California
$210K +$201K +5,556 New
MCCP
920
Mission Creek Capital Partners
California
$209K +$200K +5,530 New
KOMWMG
921
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$201K +5,550 New
LCM
922
Logan Capital Management
Pennsylvania
$208K +$200K +5,524 New
FMLI
923
Fukoku Mutual Life Insurance
Japan
$207K – – –
IR
924
IAT Reinsurance
New York
$207K – – –
DBT
925
Dubuque Bank & Trust
Iowa
$207K +$199K +5,495 New
35 36
37
38 39