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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
926
Carlson Capital
Texas
$380K +$399K +6,000 New
IFWM
927
Institute for Wealth Management
Colorado
$380K -$1.79K -27 -0.4%
CCA
928
Cobblestone Capital Advisors
New York
$379K -$19.9K -300 -5%
BW
929
Basepoint Wealth
Iowa
$378K -$30.8K -463 -7%
IC
930
Iconiq Capital
California
$377K +$395K +5,944 New
LS
931
Livforsakringsbolaget Skandia
Sweden
$376K -$53.2K -800 -12%
FFA
932
Founders Financial Alliance
North Carolina
$375K -$1.2K -18 -0.3%
GCM
933
GKV Capital Management
California
$374K -$41.9K -631 -10%
BFM
934
Boothbay Fund Management
New York
$374K -$34.9K -526 -8%
PCIG
935
Partners Capital Investment Group
Massachusetts
$372K +$390K +5,874 New
LIM
936
Leavell Investment Management
Alabama
$372K -$3.79K -57 -1%
EC
937
EntryPoint Capital
New York
$371K +$389K +5,859 New
MP
938
McDonald Partners
Ohio
$371K -$9.97K -150 -2%
CWM
939
Cornerstone Wealth Management
Missouri
$371K +$6.64K +100 +2%
MIM
940
Miller Investment Management
Pennsylvania
$370K – – –
RSWM
941
Robertson Stephens Wealth Management
California
$369K -$49.6K -746 -11%
KCM
942
KRS Capital Management
Michigan
$369K +$997 +15 +0.3%
FNT
943
First National Trust
Pennsylvania
$368K -$9.23K -139 -2%
HCM
944
Howland Capital Management
Massachusetts
$366K -$4.92K -74 -1%
EH
945
Equitable Holdings
New York
$366K +$26.2K +394 +7%
WWM
946
Western Wealth Management
Colorado
$365K -$47.6K -717 -11%
SAM
947
Smartleaf Asset Management
Massachusetts
$365K +$19.9K +300 +5%
CFAM
948
Center For Asset Management
Florida
$363K – – –
AIM
949
Anchor Investment Management
South Carolina
$363K – – –
ECM
950
Evergreen Capital Management
Washington
$361K -$23.3K -350 -6%
36 37
38
39 40