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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
926
BDO Wealth Advisors
Florida
$239K -$8.71K -195 -4%
APP
927
Alpha Paradigm Partners
Illinois
$239K +$142K +3,174 +182%
VCM
928
Versant Capital Management
Arizona
$238K -$4.02K -90 -2%
JC
929
JBF Capital
Colorado
$238K – – –
OPS
930
Orion Portfolio Solutions
Nebraska
$238K +$218K +4,888 New
PMAS
931
PNC Managed Account Solutions
Texas
$238K +$219K +4,891 New
DOA
932
D'Orazio & Associates
Virginia
$237K – – –
SA
933
Strategic Advisors
New York
$236K +$492 +11 +0.2%
PFPT
934
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$189K +4,224 +676%
PCA
935
Peddock Capital Advisors
Massachusetts
$236K +$191K +4,280 New
PWA
936
Pinnacle Wealth Advisors
Tennessee
$236K +$217K +4,849 New
BAM
937
Barrett Asset Management
New York
$235K -$11K -247 -5%
ST
938
Spinnaker Trust
Maine
$235K – – –
BCM
939
Becker Capital Management
Oregon
$234K -$23.7K -530 -10%
LCM
940
Logan Capital Management
Pennsylvania
$233K – – –
NGA
941
Naples Global Advisors
Florida
$231K – – –
GLA
942
Great Lakes Advisors
Illinois
$230K -$760 -17 -0.4%
NDSI
943
Newman Dignan & Sheerar Inc
Rhode Island
$230K +$212K +4,740 New
CT
944
Chicago Trust
Illinois
$229K +$211K +4,712 New
LA
945
LVW Advisors
New York
$228K -$69.5K -1,556 -25%
SWMP
946
Signature Wealth Management Partners
New Jersey
$228K -$27.9K -625 -12%
BA
947
Bridgewater Advisors
New York
$227K +$209K +4,672 New
CI
948
CX Institutional
Indiana
$226K +$20.7K +463 +11%
MWM
949
Minot Wealth Management
Massachusetts
$225K +$204K +4,575 New
SSWM
950
Sheets Smith Wealth Management
North Carolina
$224K -$13.9K -312 -6%
36 37
38
39 40