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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1001
Northeast Investment Management
Massachusetts
$341K – – –
SWM
1002
SeaCrest Wealth Management
New York
$339K +$128K +1,697 +52%
CHAM
1003
Clear Harbor Asset Management
Connecticut
$338K -$22.6K -300 -6%
CCG
1004
Catalina Capital Group
California
$336K +$13K +172 +4%
CI
1005
Conning Inc
Connecticut
$335K -$22.3K -295 -6%
PAS
1006
PKS Advisory Services
New York
$334K +$369K +4,895 New
GFA
1007
Gallagher Fiduciary Advisors
Illinois
$333K +$50K +663 +16%
WOC
1008
West Oak Capital
California
$333K – – –
LFAS
1009
Level Four Advisory Services
Texas
$331K +$42.3K +561 +13%
OAM
1010
Ostrum Asset Management
France
$331K -$15.1K -200 -4%
GWM
1011
GSB Wealth Management
Connecticut
$330K +$151 +2 +0%
EWM
1012
Endowment Wealth Management
Wisconsin
$327K -$13.5K -179 -4%
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$327K – – –
FBT
1014
First Bank & Trust
South Dakota
$327K +$41.9K +555 +13%
VA
1015
Valmark Advisers
Ohio
$326K +$66.1K +876 +22%
MIC
1016
Meridian Investment Counsel
California
$324K – – –
FCM
1017
Fire Capital Management
California
$320K +$354K +4,692 New
NDSI
1018
Newman Dignan & Sheerar Inc
Rhode Island
$319K – – –
RZH
1019
Relyea Zuckerberg Hanson
Connecticut
$319K -$3.77K -50 -1%
PFA
1020
Pure Financial Advisors
California
$318K +$32.1K +425 +10%
IP
1021
Isthmus Partners
Wisconsin
$317K +$350K +4,645 New
IIC
1022
Ironwood Investment Counsel
Arizona
$316K -$30.9K -409 -8%
DDC
1023
DF Dent & Co
Maryland
$315K -$603 -8 -0.2%
CWC
1024
Carolinas Wealth Consulting
North Carolina
$313K -$20.6K -273 -6%
CGL
1025
Clarius Group LLC
Washington
$313K -$20.5K -272 -6%
39 40
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