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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
901
Founders Financial Alliance
North Carolina
$319K +$108 +2 +0%
SIA
902
Soltis Investment Advisors
Utah
$318K -$11.3K -210 -3%
CHAM
903
Clear Harbor Asset Management
Connecticut
$318K +$35.1K +650 +12%
MC
904
MRJ Capital
New York
$317K -$57.5K -1,065 -15%
FQ
905
First Quadrant
California
$317K +$38.8K +718 +14%
BW
906
Basepoint Wealth
Iowa
$316K +$315K +5,829 New
BCM
907
Brookstone Capital Management
Illinois
$315K -$27.6K -512 -8%
SAM
908
SignalPoint Asset Management
Missouri
$313K -$8.1K -150 -3%
NB
909
Northwest Bancshares
Pennsylvania
$311K -$4.26K -79 -1%
TA
910
Tiedemann Advisors
New York
$311K – – –
ETC
911
Exchange Traded Concepts
Oklahoma
$311K +$210K +3,891 +212%
WANY
912
Wealthspire Advisors (New York)
New York
$310K -$1.4K -26 -0.5%
WOC
913
West Oak Capital
California
$309K -$16.2K -300 -5%
DTC
914
Davidson Trust Company
Washington
$309K – – –
GCM
915
Graham Capital Management
Connecticut
$309K +$308K +5,700 New
CCM
916
Cullen Capital Management
New York
$308K -$83.7K -1,550 -21%
LIM
917
Leavell Investment Management
Alabama
$307K -$10.5K -195 -3%
MPM
918
MBB Public Markets
Illinois
$307K +$306K +5,663 New
S
919
Surevest
California
$306K -$89.7K -1,662 -23%
AWM
920
Aevitas Wealth Management
Massachusetts
$305K +$378 +7 +0.1%
MMG
921
Monetary Management Group
Missouri
$305K +$25.6K +475 +9%
BFPW
922
BOK Financial Private Wealth
Colorado
$305K +$303K +5,619 New
GLA
923
Great Lakes Advisors
Illinois
$301K +$162 +3 +0.1%
KOMWMG
924
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$300K +$299K +5,531 New
GJIC
925
Gamble Jones Investment Counsel
California
$299K -$37.1K -687 -11%
35 36
37
38 39