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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
NB
1376
Nicolet Bankshares
Wisconsin
– -$239K -4,608 Closed
PFA
1377
Pinnacle Family Advisors
Missouri
– -$232K -4,490 Closed
Luther King Capital Management (LKCM)
1378
Luther King Capital Management (LKCM)
Texas
– -$218K -4,207 Closed
KWM
1379
Keebeck Wealth Management
Illinois
– -$217K -4,200 Closed
CPIG
1380
Chicago Partners Investment Group
Illinois
– -$229K -4,197 Closed
CPO
1381
Cerity Partners OCIO
New York
– -$211K -4,068 Closed
IIM
1382
InTrack Investment Management
Vermont
– -$209K -4,005 Closed
EH
1383
Equitable Holdings
New York
– -$207K -3,994 Closed
FWIA
1384
Fort Washington Investment Advisors
Ohio
– -$206K -3,990 Closed
AT
1385
Arden Trust
Delaware
– -$206K -3,987 Closed
PPW
1386
Parcion Private Wealth
Washington
– -$202K -3,789 Closed
WA
1387
Waverly Advisors
Alabama
– -$203K -3,729 Closed
HA
1388
Herold Advisors
New York
– -$101K -1,967 Closed
KFA
1389
Kelleher Financial Advisors
New York
– -$83K -1,600 Closed
Parallax Volatility Advisers
1390
Parallax Volatility Advisers
California
– -$81K -1,500 Closed
GRP
1391
Global Retirement Partners
California
– -$77K -1,481 Closed
MFT
1392
Moisand Fitzgerald Tamayo
Florida
– -$60K -1,150 Closed
BMD
1393
Better Money Decisions
New Mexico
– -$58K -1,126 Closed
FCM
1394
Firestone Capital Management
Florida
– -$51K -1,050 Closed
GKWIM
1395
Gerber Kawasaki Wealth & Investment Management
California
– -$52K -1,023 Closed
IF
1396
Ironwood Financial
Arizona
– -$40K -771 Closed
KIG
1397
Kowal Investment Group
Wisconsin
– -$38K -738 Closed
OCM
1398
Osterweis Capital Management
California
– -$36K -700 Closed
CAGAS
1399
Capital Advisory Group Advisory Services
Minnesota
– -$34K -663 Closed
CFA
1400
Cahill Financial Advisors
Minnesota
– -$33K -638 Closed