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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
LT
951
Legacy Trust
Michigan
$421K +$3.27K +50 +0.9%
TIA
952
Tiemann Investment Advisors
California
$418K -$9.8K -150 -3%
EWA
953
Eagle Wealth Advisors
Connecticut
$418K – – –
SWK
954
Stephen W. Kidder
$417K -$415K -6,350 -53%
GM
955
GeoWealth Management
Illinois
$416K +$8.69K +133 +2%
CWM
956
Calamos Wealth Management
Illinois
$416K -$32K -490 -8%
ACM
957
Argent Capital Management
Missouri
$415K -$65.4K -1,000 -15%
ACIM
958
Azimuth Capital Investment Management
Michigan
$414K -$25K -383 -6%
FSA
959
Franklin Street Advisors
North Carolina
$414K -$85.6K -1,310 -19%
AI
960
Atom Investors
Texas
$413K +$368K +5,637 New
LS
961
Livforsakringsbolaget Skandia
Sweden
$413K – – –
EI
962
Ellevest Inc
New York
$412K +$90.1K +1,378 +33%
GWP
963
Gateway Wealth Partners
Wisconsin
$411K -$280K -4,284 -43%
PFSC
964
Peoples Financial Services Corp
Pennsylvania
$410K – – –
RSWA
965
Robinson Smith Wealth Advisors
Maine
$409K -$50.5K -772 -12%
CAM
966
CPA Asset Management
Florida
$408K – – –
WTA
967
Washington Trust Advisors
Massachusetts
$408K – – –
JMFC
968
J.M. Forbes & Co
Massachusetts
$407K – – –
TVAMP
969
Tennessee Valley Asset Management Partners
Tennessee
$407K +$14.2K +217 +4%
SFG
970
SNS Financial Group
Minnesota
$406K +$362K +5,541 New
OAM
971
Ostrum Asset Management
France
$405K – – –
NED
972
Nancy E. Dempze
$401K -$465K -7,112 -57%
CW
973
CreativeOne Wealth
Kansas
$400K -$87K -1,331 -20%
AP
974
Appleton Partners
Massachusetts
$399K -$13.1K -200 -4%
WFI
975
West Family Investments
California
$399K +$355K +5,437 New
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39
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