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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
601
Chicago Capital
Illinois
$642K +$7.39K +168 +1%
KWM
602
Kingsview Wealth Management
Oregon
$640K -$2.77K -63 -0.5%
MBT
603
Montecito Bank & Trust
California
$640K – – –
EM
604
Excalibur Management
Massachusetts
$640K -$5.5K -125 -1%
BFA
605
Benedict Financial Advisors
Georgia
$638K +$2.24K +51 +0.4%
MIC
606
Means Investment Company
Maine
$636K +$88 +2 +0%
AOI
607
Auto-Owners Insurance
Michigan
$636K – – –
FC
608
Forte Capital
New York
$621K -$18K -410 -3%
BB
609
Busey Bank
Illinois
$621K -$6.16K -140 -1%
CC
610
Courier Capital
New York
$621K -$6.6K -150 -1%
PIM
611
Penobscot Investment Management
Massachusetts
$618K -$27.3K -620 -5%
HSA
612
Hussman Strategic Advisors
Maryland
$616K -$136K -3,100 -20%
SP
613
Symmetry Partners
Connecticut
$615K – – –
EAM
614
Eagle Asset Management
Florida
$614K +$64.8K +1,472 +14%
WB
615
Webster Bank
Connecticut
$613K -$26.9K -612 -5%
AWM
616
Apollon Wealth Management
South Carolina
$612K +$45.9K +1,043 +9%
ACM
617
Allred Capital Management
Texas
$612K -$4.31K -98 -0.8%
GVAG
618
Great Valley Advisor Group
Delaware
$609K -$29.6K -673 -5%
WSTAM
619
Wilbanks Smith & Thomas Asset Management
Virginia
$608K +$22K +501 +4%
GFS
620
GYL Financial Synergies
Connecticut
$607K +$10.2K +231 +2%
HI
621
Horizon Investments
North Carolina
$604K -$80K -1,818 -13%
MM
622
Meridian Management
Arkansas
$601K -$528 -12 -0.1%
CAG
623
Crestwood Advisors Group
Massachusetts
$600K -$15.6K -355 -3%
CAM
624
Columbia Asset Management
Michigan
$597K -$15K -340 -3%
JWBC
625
J.W. Burns & Co
New York
$596K -$20.5K -466 -4%
23 24
25
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