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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1001
Optimum Investment Advisors
Illinois
$366K – – –
GDP
1002
Great Diamond Partners
Maine
$362K – – –
CH
1003
Canton Hathaway
Rhode Island
$362K – – –
ATC
1004
Adirondack Trust Company
New York
$360K – – –
OPCM
1005
Osborne Partners Capital Management
California
$358K – – –
MCA
1006
MSH Capital Advisors
Arizona
$358K -$6.96K -100 -2%
CIC
1007
Crawford Investment Counsel
Georgia
$358K -$9.75K -140 -3%
IFU
1008
iSAM Funds (UK)
United Kingdom
$357K -$137K -1,974 -31%
PCP
1009
Proficio Capital Partners
Massachusetts
$356K -$169K -2,420 -35%
GAM
1010
Gotham Asset Management
New York
$356K -$1.64M -23,615 -84%
SMA
1011
Sage Mountain Advisors
Georgia
$356K +$48.9K +702 +19%
NDSI
1012
Newman Dignan & Sheerar Inc
Rhode Island
$354K – – –
DWM
1013
Dorchester Wealth Management
Quebec, Canada
$353K +$306K +4,390 New
LB
1014
Legacy Bridge
Iowa
$351K – – –
GD
1015
Grandfield & Dodd
New York
$351K – – –
SSWM
1016
Sheets Smith Wealth Management
North Carolina
$350K – – –
HW
1017
Hancock Whitney
Mississippi
$348K -$17.8K -256 -6%
RCAG
1018
Rehmann Capital Advisory Group
Michigan
$347K -$905 -13 -0.3%
WANY
1019
Wealthspire Advisors (New York)
New York
$347K – – –
FAFN
1020
First Affirmative Financial Network
Colorado
$345K -$8.63K -124 -3%
TVAMP
1021
Tennessee Valley Asset Management Partners
Tennessee
$345K -$24K -344 -7%
NFA
1022
Northwest Financial Advisors
Virginia
$344K +$836 +12 +0.3%
WEG
1023
World Equity Group
Illinois
$344K -$62.8K -902 -17%
CFGS
1024
Concourse Financial Group Securities
Alabama
$343K -$12.1K -174 -4%
CHA
1025
Carmichael Hill & Associates
Maryland
$342K -$42.4K -609 -13%
39 40
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