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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
901
Montis Financial
Massachusetts
$235K – – –
KOMWMG
902
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$234K – – –
FMLI
903
Fukoku Mutual Life Insurance
Japan
$232K – – –
IR
904
IAT Reinsurance
New York
$232K – – –
EBSAM
905
Eubel Brady & Suttman Asset Management
Ohio
$232K +$213K +5,484 New
DBT
906
Dubuque Bank & Trust
Iowa
$231K -$1.4K -36 -0.7%
VF
907
Virtu Financial
New York
$228K -$379K -9,754 -64%
AG
908
AIA Group
Hong Kong
$228K -$4.47K -115 -2%
PGCM
909
Prescott Group Capital Management
Oklahoma
$228K – – –
CA
910
Claro Advisors
Massachusetts
$227K -$28.2K -725 -12%
NME
911
Notis-McConarty Edward
$227K -$18.7K -480 -8%
FCB
912
First Command Bank
Texas
$226K +$2.88K +74 +1%
FCFS
913
First Command Financial Services
Texas
$226K +$2.88K +74 +1%
AWM
914
Aevitas Wealth Management
Massachusetts
$225K -$102K -2,617 -33%
SWMP
915
Signature Wealth Management Partners
New Jersey
$225K – – –
BCM
916
Becker Capital Management
Oregon
$225K +$39 +1 +0%
ST
917
Smithfield Trust
Pennsylvania
$224K -$18.7K -481 -8%
HB
918
Homrich & Berg
Georgia
$223K -$32.2K -829 -14%
MWM
919
Madison Wealth Management
Ohio
$222K -$30.4K -782 -13%
WPP
920
Whalerock Point Partners
Rhode Island
$221K +$203K +5,228 New
BAM
921
Belpointe Asset Management
Nevada
$219K -$840K -21,617 -81%
CCA
922
Cobblestone Capital Advisors
New York
$217K +$199K +5,130 New
BWA
923
BDO Wealth Advisors
Florida
$216K -$122K -3,128 -38%
HI
924
Horizon Investments
North Carolina
$216K -$58.2K -1,498 -23%
BAM
925
Barrett Asset Management
New York
$215K -$651K -16,733 -77%
35 36
37
38 39