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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
901
Brookstone Capital Management
Illinois
$315K -$27.6K -512 -8%
SAM
902
SignalPoint Asset Management
Missouri
$313K -$8.1K -150 -3%
NB
903
Northwest Bancshares
Pennsylvania
$311K -$4.26K -79 -1%
TA
904
Tiedemann Advisors
New York
$311K – – –
ETC
905
Exchange Traded Concepts
Oklahoma
$311K +$210K +3,891 +212%
WANY
906
Wealthspire Advisors (New York)
New York
$310K -$1.4K -26 -0.5%
WOC
907
West Oak Capital
California
$309K -$16.2K -300 -5%
DTC
908
Davidson Trust Company
Washington
$309K – – –
GCM
909
Graham Capital Management
Connecticut
$309K +$308K +5,700 New
CCM
910
Cullen Capital Management
New York
$308K -$83.7K -1,550 -21%
LIM
911
Leavell Investment Management
Alabama
$307K -$10.5K -195 -3%
MPM
912
MBB Public Markets
Illinois
$307K +$306K +5,663 New
S
913
Surevest
California
$306K -$89.7K -1,662 -23%
AWM
914
Aevitas Wealth Management
Massachusetts
$305K +$378 +7 +0.1%
MMG
915
Monetary Management Group
Missouri
$305K +$25.6K +475 +9%
BFPW
916
BOK Financial Private Wealth
Colorado
$305K +$303K +5,619 New
GLA
917
Great Lakes Advisors
Illinois
$301K +$162 +3 +0.1%
KOMWMG
918
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$300K +$299K +5,531 New
GJIC
919
Gamble Jones Investment Counsel
California
$299K -$37.1K -687 -11%
TNB
920
Thomasville National Bank
Georgia
$299K -$3.67K -68 -1%
BAM
921
Belpointe Asset Management
Nevada
$299K +$43.2K +800 +17%
EWM
922
Empirical Wealth Management
Washington
$298K -$165K -3,064 -36%
ABC
923
Associated Banc-Corp
Wisconsin
$298K – – –
OF
924
Outfitter Financial
Maine
$293K -$5.78K -107 -2%
SYBT
925
Stock Yards Bank & Trust
Kentucky
$293K +$40.5K +750 +16%
35 36
37
38 39