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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
626
Wilbanks Smith & Thomas Asset Management
Virginia
$525K +$54.8K +1,350 +12%
CAG
627
Crestwood Advisors Group
Massachusetts
$524K -$42.6K -1,049 -8%
WPC
628
Waters Parkerson & Co
Louisiana
$520K -$241K -5,933 -32%
SWS
629
SYSTM Wealth Solutions
Illinois
$520K +$511K +12,595 New
SVWAG
630
Sound View Wealth Advisors Group
Georgia
$519K +$100K +2,473 +38%
BFIM
631
Beese Fulmer Investment Management
Ohio
$518K +$3.25K +80 +0.6%
TRCT
632
Tower Research Capital (TRC)
New York
$518K -$2.62M -64,579 -84%
ACM
633
Allred Capital Management
Texas
$516K – – –
JWCA
634
J.W. Cole Advisors
Florida
$515K -$26.7K -658 -5%
SP
635
Symmetry Partners
Connecticut
$510K – – –
CAM
636
Columbia Asset Management
Michigan
$509K – – –
GIM
637
Groesbeck Investment Management
New Jersey
$508K +$19.5K +480 +4%
IIA
638
ICW Investment Advisors
Arizona
$500K +$6.33K +156 +1%
MM
639
Meridian Management
Arkansas
$497K – – –
FNFDCM
640
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$493K – – –
TWC
641
TD Waterhouse Canada
Ontario, Canada
$493K -$22.3K -550 -4%
SSA
642
Schonfeld Strategic Advisors
New York
$491K -$2.79M -68,690 -85%
VAS
643
Vestmark Advisory Solutions
Massachusetts
$490K -$11.9K -294 -2%
GFS
644
GYL Financial Synergies
Connecticut
$489K -$5.48K -135 -1%
PCS
645
Personal CFO Solutions
New Jersey
$483K +$365 +9 +0.1%
QCG
646
Quadrant Capital Group
Ohio
$482K +$125K +3,070 +36%
KTA
647
Keeley-Teton Advisors
Illinois
$480K -$7.71K -190 -2%
FCH
648
Freestone Capital Holdings
Washington
$480K +$4.83K +119 +1%
SYBT
649
Stock Yards Bank & Trust
Kentucky
$476K -$58.2K -1,435 -11%
SIA
650
Soltis Investment Advisors
Utah
$476K -$1.01K -25 -0.2%
24 25
26
27 28