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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
901
Foundations Investment Advisors
Arizona
$236K +$231K +5,162 New
IAN
902
Integrated Advisors Network
Texas
$236K -$4.79K -107 -2%
WI
903
Wintrust Investments
Illinois
$236K -$7.16K -160 -3%
BSW
904
Buckingham Strategic Wealth
Missouri
$236K – – –
SG
905
StoneX Group
New York
$235K +$230K +5,144 New
GDP
906
Great Diamond Partners
Maine
$234K +$229K +5,113 New
ACP
907
Aveo Capital Partners
Colorado
$234K – – –
GC
908
Gratus Capital
Georgia
$234K +$3.76K +84 +2%
MA
909
Mutual Advisors
Nebraska
$233K -$58.2K -1,301 -20%
TNB
910
Thomasville National Bank
Georgia
$231K – – –
VIA
911
Virtus Investment Advisers
Connecticut
$231K +$226K +5,052 New
ESCM
912
Echo Street Capital Management
New York
$231K +$226K +5,050 New
FFC
913
First Financial Corp
Indiana
$229K – – –
CWP
914
Core Wealth Partners
California
$229K -$32.5K -725 -13%
CFO
915
Custos Family Office
Texas
$229K – – –
LGF
916
LGT Group Foundation
Liechtenstein
$229K – – –
CG
917
Carmignac Gestion
France
$229K +$224K +5,000 New
PCIA
918
Prime Capital Investment Advisors
Kansas
$227K +$222K +4,961 New
RWG
919
Regal Wealth Group
California
$226K -$2.69K -60 -1%
NGA
920
Naples Global Advisors
Florida
$226K +$221K +4,935 New
WOC
921
West Oak Capital
California
$226K +$38.5K +860 +21%
FBT
922
First Bank & Trust
South Dakota
$225K -$31.9K -712 -13%
WFAG
923
Wescott Financial Advisory Group
Pennsylvania
$224K +$219K +4,903 New
SVCP
924
Silicon Valley Capital Partners
California
$224K +$15.7K +351 +8%
KC
925
Kingfisher Capital
North Carolina
$224K +$492 +11 +0.2%
35 36
37
38 39