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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
901
Douglas Lane & Associates
New York
$334K – – –
AI
902
Atom Investors
Texas
$333K +$321K +5,721 New
BCM
903
Brookstone Capital Management
Illinois
$330K +$40.2K +715 +14%
FMLI
904
Fukoku Mutual Life Insurance
Japan
$330K – – –
9WM
905
9258 Wealth Management
Ohio
$330K – – –
AWM
906
Avior Wealth Management
Nebraska
$329K +$246K +4,379 +343%
SC
907
Sapient Capital
Indiana
$328K -$899 -16 -0.3%
HH
908
Hilltop Holdings
Texas
$328K +$25.1K +447 +9%
NHT
909
New Hampshire Trust
New Hampshire
$327K -$19.5K -347 -6%
FIM
910
Freedom Investment Management
Connecticut
$326K -$103K -1,832 -25%
TWP
911
Tyche Wealth Partners
Texas
$326K -$6.97K -124 -2%
HCM
912
Howland Capital Management
Massachusetts
$325K +$314K +5,596 New
WTA
913
Washington Trust Advisors
Massachusetts
$324K -$50.6K -900 -14%
AA
914
Ancora Advisors
Ohio
$324K +$56 +1 +0%
FFS
915
Founders Financial Securities
Maryland
$323K +$9.16K +163 +3%
ESB
916
Essex Savings Bank
Connecticut
$321K – – –
CPIG
917
Chicago Partners Investment Group
Illinois
$320K -$7.87K -140 -2%
PCA
918
Peddock Capital Advisors
Massachusetts
$320K – – –
DBIA
919
Dumont & Blake Investment Advisors
New Jersey
$319K +$562 +10 +0.2%
HWA
920
HCR Wealth Advisors
California
$318K +$112K +2,002 +58%
BWP
921
BSW Wealth Partners
Colorado
$318K -$24.6K -437 -7%
AIM
922
Anchor Investment Management
South Carolina
$317K – – –
HT
923
Heritage Trust
Oklahoma
$316K -$7.3K -130 -2%
JAG
924
Journey Advisory Group
Kentucky
$316K -$22.5K -400 -7%
MIC
925
Meridian Investment Counsel
California
$315K -$18.7K -333 -6%
35 36
37
38 39