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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
601
Venture Visionary Partners
Ohio
$604K -$28.8K -643 -5%
BFIM
602
Beese Fulmer Investment Management
Ohio
$602K +$26.9K +601 +5%
DT
603
Diversified Trust
Tennessee
$600K -$631K -14,106 -52%
PIM
604
Penobscot Investment Management
Massachusetts
$598K -$7.61K -170 -1%
FMWA
605
Forvis Mazars Wealth Advisors
Missouri
$597K -$40.3K -900 -6%
HIC
606
Holderness Investments Company
North Carolina
$595K – – –
EM
607
Excalibur Management
Massachusetts
$594K -$2.46K -55 -0.4%
MIM
608
Miller Investment Management
Pennsylvania
$594K – – –
WB
609
Webster Bank
Connecticut
$592K -$63.2K -1,412 -10%
KWM
610
Kingsview Wealth Management
Oregon
$592K -$36.7K -820 -6%
GVAG
611
Great Valley Advisor Group
Delaware
$591K -$52.2K -1,166 -8%
WAM
612
Werlinich Asset Management
Connecticut
$591K – – –
FC
613
Forte Capital
New York
$591K -$3.4K -76 -0.6%
CLOS
614
Compagnie Lombard Odier SCmA
Switzerland
$590K -$213K -4,750 -27%
IIA
615
ICW Investment Advisors
Arizona
$589K +$33.7K +752 +6%
MBT
616
Montecito Bank & Trust
California
$589K -$55.5K -1,241 -9%
AIM
617
Aigen Investment Management
New York
$588K +$576K +12,862 New
MIC
618
Means Investment Company
Maine
$586K +$90 +2 +0%
AOI
619
Auto-Owners Insurance
Michigan
$585K – – –
BFA
620
Benedict Financial Advisors
Georgia
$585K +$1.03K +23 +0.2%
CC
621
Chicago Capital
Illinois
$583K – – –
CC
622
Courier Capital
New York
$578K -$115K -2,574 -17%
BB
623
Busey Bank
Illinois
$578K -$162K -3,621 -22%
JAFL
624
Jay A. Fishman Ltd
Michigan
$576K -$164K -3,667 -23%
SAM
625
Shikiar Asset Management
New York
$576K +$564K +12,590 New
23 24
25
26 27