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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
576
ELCO Management
New York
$619K +$8.32K +205 +1%
HI
577
Horizon Investments
North Carolina
$617K +$222K +5,464 +58%
BIM
578
Baldwin Investment Management
Pennsylvania
$616K -$3.04K -75 -0.5%
PFM
579
Parsec Financial Management
North Carolina
$612K -$14.3K -353 -2%
RWA
580
River Wealth Advisors
Pennsylvania
$612K -$24.1K -595 -4%
MAS
581
Meeder Advisory Services
Ohio
$609K +$599K +14,763 New
TW
582
TrinityPoint Wealth
Connecticut
$606K +$131K +3,234 +28%
WANY
583
Wealthspire Advisors (New York)
New York
$604K +$66.5K +1,639 +13%
FM
584
Foster & Motley
Ohio
$603K -$18.3K -452 -3%
FCCM
585
First City Capital Management
Georgia
$600K -$41.6K -1,025 -7%
IAIM
586
International Assets Investment Management
Florida
$600K +$982K +24,195 +204%
P
587
Pitcairn
Pennsylvania
$597K +$5.28K +130 +0.9%
PAS
588
Park Avenue Securities
New York
$597K +$107K +2,631 +22%
JFG
589
Jefferies Financial Group
New York
$596K +$587K +14,455 New
AAM
590
AR Asset Management
California
$594K – – –
EAM
591
Erste Asset Management
Austria
$594K +$588K +14,500 New
TWA
592
Trellis Wealth Advisors
California
$594K +$584K +14,395 New
LNC
593
Lincoln National Corp
Pennsylvania
$593K +$23.9K +588 +4%
GL
594
Graypoint LLC
New York
$593K -$17.6K -433 -3%
WB
595
Webster Bank
Connecticut
$592K -$7.3K -180 -1%
MBT
596
Montecito Bank & Trust
California
$582K – – –
GVAG
597
Great Valley Advisor Group
Delaware
$582K +$3.33K +82 +0.6%
BFA
598
Brendel Financial Advisors
New Hampshire
$581K – – –
AAM
599
Ascension Asset Management
New York
$579K – – –
SSB
600
Sandy Spring Bank
Maryland
$579K +$4.58K +113 +0.8%
22 23
24
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