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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
526
Arthur M. Cohen & Associates
Illinois
$784K – – –
BMM
527
Buffington Mohr McNeal
Idaho
$783K – – –
HSA
528
HBK Sorce Advisory
Pennsylvania
$783K +$424K +10,450 +123%
PP
529
Patten & Patten
Tennessee
$782K +$12.6K +310 +2%
BIM
530
Bridges Investment Management
Nebraska
$781K -$4.06K -100 -0.5%
FC
531
FORA Capital
Florida
$780K +$767K +18,898 New
SFFS
532
Stonehage Fleming Financial Services
Jersey
$778K -$42.5K -1,047 -5%
TWD
533
True Wealth Design
Ohio
$777K +$764K +18,833 New
BF
534
BOK Financial
Oklahoma
$777K +$5.64K +139 +0.7%
CHC
535
City Holding Co
West Virginia
$773K -$44.7K -1,102 -6%
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$768K -$24.6K -607 -3%
WDA
537
Wendell David Associates
New Hampshire
$766K -$6.09K -150 -0.8%
NAS
538
Nicolet Advisory Services
Wisconsin
$757K +$3.81K +94 +0.6%
CT
539
Caldwell Trust
Florida
$754K -$568 -14 -0.1%
IWC
540
Integrated Wealth Concepts
Massachusetts
$749K +$84.1K +2,072 +13%
ECM
541
EagleClaw Capital Management
Massachusetts
$743K – – –
SC
542
Scotia Capital
Ontario, Canada
$741K -$2.6K -64 -0.4%
PA
543
Pinnacle Associates
New York
$741K -$52.2K -1,287 -7%
CLOS
544
Compagnie Lombard Odier SCmA
Switzerland
$728K +$303K +7,459 +73%
BWAM
545
Boyd Watterson Asset Management
Ohio
$714K -$25.4K -625 -3%
WS
546
Wedbush Securities
California
$714K +$2.11K +52 +0.3%
SNBOSD
547
Security National Bank of So Dak
Iowa
$712K +$130K +3,214 +23%
HFBOT
548
Home Federal Bank of Tennessee
Tennessee
$704K +$12.2K +300 +2%
MHIC
549
Marble Harbor Investment Counsel
Massachusetts
$697K – – –
NA
550
NewEdge Advisors
Louisiana
$695K +$345K +8,503 +63%
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22
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