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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
551
Baldwin Investment Management
Pennsylvania
$896K – – –
WPC
552
Wedmont Private Capital
Pennsylvania
$878K +$58.9K +1,071 +7%
PFS
553
Prospera Financial Services
Texas
$878K +$10.8K +197 +1%
SFFS
554
Stonehage Fleming Financial Services
Jersey
$877K -$60.8K -1,105 -7%
FLPIM
555
F.L. Putnam Investment Management
Massachusetts
$873K -$37.9K -688 -4%
TBA
556
Tower Bridge Advisors
Pennsylvania
$872K +$1.38K +25 +0.2%
BOH
557
Bank of Hawaii
Hawaii
$863K -$10.1K -184 -1%
P
558
Pitcairn
Pennsylvania
$861K +$45.7K +830 +6%
CHC
559
City Holding Co
West Virginia
$859K -$68.4K -1,243 -7%
TWA
560
Trellis Wealth Advisors
California
$857K +$2.26K +41 +0.3%
AIMCA
561
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$850K – – –
SNBOSD
562
Security National Bank of So Dak
Iowa
$844K +$28.3K +515 +3%
CCFCSB
563
Cape Cod Five Cents Savings Bank
Massachusetts
$838K +$418K +7,591 +100%
PTCG
564
Pring Turner Capital Group
California
$836K – – –
MA
565
Montag & Associates
Georgia
$833K – – –
FTDI
566
First Trust Direct Indexing
Massachusetts
$831K +$46.9K +852 +6%
TW
567
TrinityPoint Wealth
Connecticut
$830K -$6.49K -118 -0.8%
PCM
568
Penserra Capital Management
California
$825K -$27.7K -504 -3%
ECM
569
Estabrook Capital Management
New York
$825K -$12K -218 -1%
TCOT
570
Trust Company of Toledo
Ohio
$818K -$71.8K -1,305 -8%
DWP
571
Daymark Wealth Partners
Ohio
$818K +$17.6K +319 +2%
BF
572
BOK Financial
Oklahoma
$812K +$511K +9,279 +120%
ADIM
573
Alpha DNA Investment Management
Maryland
$809K -$413K -7,496 -34%
S
574
SignatureFD
Georgia
$809K +$51.3K +932 +7%
MAS
575
Meeder Advisory Services
Ohio
$805K -$104K -1,886 -11%
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