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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
576
Security National Bank of So Dak
Iowa
$735K +$650K +14,780 New
P
577
Pitcairn
Pennsylvania
$734K +$6.16K +140 +1%
CWP
578
Curated Wealth Partners
California
$732K -$4.62K -105 -0.7%
FM
579
Foster & Motley
Ohio
$722K +$8.8K +200 +1%
DWP
580
Daymark Wealth Partners
Ohio
$721K +$319K +7,245 +100%
WSFS
581
Wilmington Savings Fund Society
Delaware
$719K -$35.5K -807 -5%
AAM
582
AR Asset Management
California
$716K – – –
FTDI
583
First Trust Direct Indexing
Massachusetts
$706K +$119K +2,712 +24%
BFA
584
Brendel Financial Advisors
New Hampshire
$700K – – –
AAM
585
Ascension Asset Management
New York
$688K +$609K +13,835 New
IGGA
586
Iron Gate Global Advisors
Utah
$687K -$748 -17 -0.1%
IIA
587
ICW Investment Advisors
Arizona
$685K +$40.3K +915 +7%
RPC
588
Rossmore Private Capital
Connecticut
$685K – – –
LNC
589
Lincoln National Corp
Pennsylvania
$685K -$24.3K -553 -4%
S
590
SignatureFD
Georgia
$682K -$33K -749 -5%
FCCM
591
First City Capital Management
Georgia
$681K -$35.2K -800 -6%
NEWAS
592
N.E.W. Advisory Services
Wisconsin
$671K +$4.53K +103 +0.8%
BFA
593
Bragg Financial Advisors
North Carolina
$670K -$2.24K -51 -0.4%
CLOS
594
Compagnie Lombard Odier SCmA
Switzerland
$668K +$23.3K +530 +4%
WA
595
Waterford Advisors
New York
$665K – – –
TW
596
Transform Wealth
Colorado
$657K -$3.92K -89 -0.7%
CT
597
Cambridge Trust
Massachusetts
$656K -$12.8K -292 -2%
HIC
598
Holderness Investments Company
North Carolina
$654K +$7.17K +163 +1%
MIM
599
Miller Investment Management
Pennsylvania
$646K – – –
WAM
600
Werlinich Asset Management
Connecticut
$642K – – –
22 23
24
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