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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
926
Pine Valley Investments
New Jersey
$283K +$35.4K +644 +14%
LT
927
Legacy Trust
Michigan
$283K +$16.2K +294 +6%
CT
928
Chicago Trust
Illinois
$283K -$218K -3,965 -44%
VCM
929
Virtue Capital Management
Tennessee
$281K – – –
TBC
930
Ted Buchan & Co
California
$280K – – –
VIA
931
Virtus Investment Advisers
Connecticut
$279K – – –
RWG
932
Regal Wealth Group
California
$278K +$220 +4 +0.1%
PWMAG
933
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$881 +16 +0.3%
CI
934
Conning Inc
Connecticut
$276K -$6.6K -120 -2%
TNB
935
Thomasville National Bank
Georgia
$276K -$3.41K -62 -1%
AIA
936
Affinity Investment Advisors
California
$276K -$84K -1,526 -23%
HFP
937
Holistic Financial Partners
Indiana
$273K +$273K +4,952 New
RWA
938
Redhawk Wealth Advisors
Minnesota
$273K +$1.6K +29 +0.6%
LGF
939
LGT Group Foundation
Liechtenstein
$273K – – –
KC
940
Kingfisher Capital
North Carolina
$271K -$1.38K -25 -0.5%
OPCM
941
Osborne Partners Capital Management
California
$271K -$174K -3,160 -39%
WFAG
942
Wescott Financial Advisory Group
Pennsylvania
$271K – – –
FCMC
943
Founders Capital Management (Connecticut)
Connecticut
$269K -$330 -6 -0.1%
SIM
944
Sentry Investment Management
Wisconsin
$269K -$36.2K -657 -12%
AA
945
Advisory Alpha
Michigan
$269K +$14.3K +260 +6%
EGM
946
Engineers Gate Manager
New York
$267K +$266K +4,839 New
APWM
947
Atlas Private Wealth Management
New York
$267K – – –
BJL
948
Brighton Jones LLC
Washington
$267K +$22.1K +402 +9%
FFC
949
First Financial Corp
Indiana
$265K -$11K -200 -4%
GWP
950
Gateway Wealth Partners
Wisconsin
$265K -$21.2K -385 -7%
36 37
38
39 40