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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
576
Pring Turner Capital Group
California
$625K – – –
SIC
577
Salem Investment Counselors
North Carolina
$621K -$38.3K -943 -6%
MFA
578
Mayflower Financial Advisors
Massachusetts
$620K +$69.7K +1,718 +13%
EM
579
ELCO Management
New York
$619K +$8.32K +205 +1%
HI
580
Horizon Investments
North Carolina
$617K +$222K +5,464 +58%
BIM
581
Baldwin Investment Management
Pennsylvania
$616K -$3.04K -75 -0.5%
PFM
582
Parsec Financial Management
North Carolina
$612K -$14.3K -353 -2%
RWA
583
River Wealth Advisors
Pennsylvania
$612K -$24.1K -595 -4%
MAS
584
Meeder Advisory Services
Ohio
$609K +$599K +14,763 New
TW
585
TrinityPoint Wealth
Connecticut
$606K +$131K +3,234 +28%
WANY
586
Wealthspire Advisors (New York)
New York
$604K +$66.5K +1,639 +13%
FM
587
Foster & Motley
Ohio
$603K -$18.3K -452 -3%
FCCM
588
First City Capital Management
Georgia
$600K -$41.6K -1,025 -7%
IAIM
589
International Assets Investment Management
Florida
$600K +$982K +24,195 +204%
P
590
Pitcairn
Pennsylvania
$597K +$5.28K +130 +0.9%
PAS
591
Park Avenue Securities
New York
$597K +$107K +2,631 +22%
JFG
592
Jefferies Financial Group
New York
$596K +$587K +14,455 New
AAM
593
AR Asset Management
California
$594K – – –
EAM
594
Erste Asset Management
Austria
$594K +$588K +14,500 New
TWA
595
Trellis Wealth Advisors
California
$594K +$584K +14,395 New
LNC
596
Lincoln National Corp
Pennsylvania
$593K +$23.9K +588 +4%
GL
597
Graypoint LLC
New York
$593K -$17.6K -433 -3%
WB
598
Webster Bank
Connecticut
$592K -$7.3K -180 -1%
MBT
599
Montecito Bank & Trust
California
$582K – – –
GVAG
600
Great Valley Advisor Group
Delaware
$582K +$3.33K +82 +0.6%
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24
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