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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
576
Daymark Wealth Partners
Ohio
$861K +$8.94K +169 +1%
SAM
577
Sawgrass Asset Management
Florida
$861K -$368K -6,951 -32%
GI
578
GLOBALT Investments
Georgia
$859K +$791K +14,958 New
ECM
579
Estabrook Capital Management
New York
$858K – – –
CHC
580
City Holding Co
West Virginia
$852K -$38.6K -729 -5%
IIA
581
ICW Investment Advisors
Arizona
$846K +$15.7K +297 +2%
TCOT
582
Trust Company of Toledo
Ohio
$843K -$7.46K -141 -1%
FI
583
Fractal Investments
Connecticut
$840K -$99.8K -1,887 -11%
HI
584
Horizon Investments
North Carolina
$839K +$89.1K +1,683 +13%
TW
585
TrinityPoint Wealth
Connecticut
$837K -$24.4K -462 -3%
PIM
586
Penobscot Investment Management
Massachusetts
$837K +$2.65K +50 +0.3%
EM
587
ELCO Management
New York
$836K +$1.22K +23 +0.2%
AAM
588
AR Asset Management
California
$827K – – –
WI
589
Wahed Invest
New York
$817K +$55.5K +1,049 +8%
SC
590
Scotia Capital
Ontario, Canada
$816K -$7.2K -136 -0.9%
PCIA
591
Prime Capital Investment Advisors
Kansas
$811K +$455K +8,603 +156%
BFA
592
Brendel Financial Advisors
New Hampshire
$809K – – –
QI
593
Qtron Investments
Massachusetts
$802K – – –
EGM
594
Engineers Gate Manager
New York
$802K +$483K +9,125 +189%
EM
595
Excalibur Management
Massachusetts
$798K +$56K +1,058 +8%
AWM
596
Axxcess Wealth Management
California
$793K +$254K +4,792 +53%
FM
597
Foster & Motley
Ohio
$792K -$38.9K -735 -5%
RPC
598
Rossmore Private Capital
Connecticut
$791K – – –
CAG
599
Crestwood Advisors Group
Massachusetts
$791K +$171K +3,238 +31%
1WM
600
1858 Wealth Management
Ohio
$790K +$728K +13,756 New
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24
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