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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
601
Donaldson Capital Management
Indiana
$777K -$111K -2,052 -13%
PP
602
Paloma Partners
Connecticut
$776K +$46.2K +856 +6%
KWM
603
Kingsview Wealth Management
Oregon
$776K +$58K +1,075 +8%
KPWS
604
Kestra Private Wealth Services
Texas
$774K +$264K +4,892 +52%
EF
605
Empirical Finance
Pennsylvania
$766K +$218K +4,048 +40%
CT
606
Cambridge Trust
Massachusetts
$764K +$760K +14,090 New
EHC
607
Everett Harris & Co
California
$760K – – –
AAM
608
Ascension Asset Management
New York
$758K -$11.2K -208 -1%
IGGA
609
Iron Gate Global Advisors
Utah
$757K -$5.4K -100 -0.7%
ACM
610
Allred Capital Management
Texas
$752K -$1.89K -35 -0.3%
P
611
Pitcairn
Pennsylvania
$752K -$1.83K -34 -0.2%
JAG
612
Journey Advisory Group
Kentucky
$752K +$32.4K +600 +5%
MIC
613
Means Investment Company
Maine
$750K +$162 +3 +0%
SNBOSD
614
Security National Bank of So Dak
Iowa
$749K -$1.08K -20 -0.1%
TW
615
TrinityPoint Wealth
Connecticut
$745K -$107K -1,988 -13%
CCM
616
Compton Capital Management
Rhode Island
$742K -$54.5K -1,010 -7%
SFS
617
Sowell Financial Services
Arkansas
$742K +$5.34K +99 +0.7%
AIM
618
AHL Investment Management
Florida
$742K +$739K +13,687 New
GFS
619
GYL Financial Synergies
Connecticut
$738K +$52.8K +978 +8%
AMIM
620
Aull & Monroe Investment Management
Alabama
$733K -$10.8K -200 -1%
PDN
621
Pensionfund DSM Netherlands
Netherlands
$732K – – –
FCH
622
Freestone Capital Holdings
Washington
$730K +$308K +5,698 +73%
CFA
623
Carroll Financial Associates
North Carolina
$729K +$21.9K +405 +3%
HIC
624
Holderness Investments Company
North Carolina
$728K -$378 -7 -0.1%
BFA
625
Benedict Financial Advisors
Georgia
$727K -$31.6K -586 -4%
23 24
25
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