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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1001
Cascade Investment Advisors
Oregon
$12.6K – – –
ED
1002
Exane Derivatives
France
$12.6K – – –
LFG
1003
Larson Financial Group
Missouri
$12K +$28 +1 +0.3%
HB
1004
Horizon Bancorp
Indiana
$12K +$311 +11 +3%
TFO
1005
Tarbox Family Office
California
$12K +$3.4K +120 +45%
AA
1006
AlphaMark Advisors
Kentucky
$12K +$7.21K +255 +170%
JAM
1007
JCIC Asset Management
Ontario, Canada
$12K +$10.8K +380 New
ST
1008
Sageworth Trust
Pennsylvania
$12K +$11.3K +400 New
FP
1009
Financial Perspectives
Minnesota
$11.1K – – –
HCA
1010
Horan Capital Advisors
Ohio
$11K +$9.9K +350 New
NFSG
1011
Newbridge Financial Services Group
Florida
$9K +$8.04K +284 New
NEAM
1012
New England Asset Management
Connecticut
$8K – – –
TIM
1013
Tortoise Investment Management
New York
$8K +$2.83K +100 +67%
JWM
1014
Janiczek Wealth Management
Colorado
$8K +$7.81K +276 New
CMA
1015
Cedar Mountain Advisors
Oregon
$7K -$4.02K -142 -40%
POIA
1016
Pin Oak Investment Advisors
Texas
$7K – – –
RCA
1017
Ranch Capital Advisors
Florida
$7K – – –
CLOS
1018
Compagnie Lombard Odier SCmA
Switzerland
$6K -$136K -4,790 -96%
GWMIA
1019
Global Wealth Management Investment Advisory
Florida
$6K -$32.5K -1,150 -84%
LFG
1020
LifePlan Financial Group
Ohio
$6K – – –
PO
1021
Private Ocean
California
$6K – – –
FWM
1022
Focused Wealth Management
New York
$6K +$198 +7 +4%
RG
1023
Retirement Group
California
$6K +$566 +20 +11%
EIM
1024
Essex Investment Management
Massachusetts
$6K +$5.66K +200 New
JWM
1025
Jeppson Wealth Management
California
$6K +$5.66K +200 New
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