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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
901
Wintrust Investments
Illinois
$236K -$7.16K -160 -3%
BSW
902
Buckingham Strategic Wealth
Missouri
$236K – – –
SG
903
StoneX Group
New York
$235K +$230K +5,144 New
GDP
904
Great Diamond Partners
Maine
$234K +$229K +5,113 New
ACP
905
Aveo Capital Partners
Colorado
$234K – – –
GC
906
Gratus Capital
Georgia
$234K +$3.76K +84 +2%
MA
907
Mutual Advisors
Nebraska
$233K -$58.2K -1,301 -20%
TNB
908
Thomasville National Bank
Georgia
$231K – – –
VIA
909
Virtus Investment Advisers
Connecticut
$231K +$226K +5,052 New
ESCM
910
Echo Street Capital Management
New York
$231K +$226K +5,050 New
FFC
911
First Financial Corp
Indiana
$229K – – –
CWP
912
Core Wealth Partners
California
$229K -$32.5K -725 -13%
CFO
913
Custos Family Office
Texas
$229K – – –
LGF
914
LGT Group Foundation
Liechtenstein
$229K – – –
CG
915
Carmignac Gestion
France
$229K +$224K +5,000 New
PCIA
916
Prime Capital Investment Advisors
Kansas
$227K +$222K +4,961 New
RWG
917
Regal Wealth Group
California
$226K -$2.69K -60 -1%
NGA
918
Naples Global Advisors
Florida
$226K +$221K +4,935 New
WOC
919
West Oak Capital
California
$226K +$38.5K +860 +21%
FBT
920
First Bank & Trust
South Dakota
$225K -$31.9K -712 -13%
WFAG
921
Wescott Financial Advisory Group
Pennsylvania
$224K +$219K +4,903 New
SVCP
922
Silicon Valley Capital Partners
California
$224K +$15.7K +351 +8%
KC
923
Kingfisher Capital
North Carolina
$224K +$492 +11 +0.2%
FCMC
924
Founders Capital Management (Connecticut)
Connecticut
$223K – – –
DAS
925
Dynamic Advisor Solutions
Arizona
$223K +$218K +4,876 New
35 36
37
38 39