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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
626
Barnett & Company
Tennessee
$587K +$519K +11,800 New
FCH
627
Freestone Capital Holdings
Washington
$586K +$9.02K +205 +2%
PCS
628
Personal CFO Solutions
New Jersey
$583K +$1.41K +32 +0.3%
VVP
629
Venture Visionary Partners
Ohio
$582K -$65K -1,477 -11%
AC
630
Avestar Capital
New York
$581K -$8.84K -201 -2%
SIA
631
Soltis Investment Advisors
Utah
$573K +$132 +3 +0%
SB
632
Simmons Bank
Arkansas
$569K +$4.93K +112 +1%
SJL
633
Shayne & Jacobs LLC
Tennessee
$562K – – –
SNBOSCI
634
Security National Bank of Sioux City Iowa
Iowa
$559K +$495K +11,249 New
LNB
635
Ledyard National Bank
$557K – – –
IAS
636
Investment Advisory Services
Texas
$555K +$44 +1 +0%
SYBT
637
Stock Yards Bank & Trust
Kentucky
$553K -$220 -5 -0%
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$552K -$6.6K -150 -1%
DA
639
Dover Advisors
Virginia
$552K +$528 +12 +0.1%
CCT
640
Capital City Trust
Florida
$551K -$1.72K -39 -0.4%
FNFDCM
641
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$547K -$15.5K -352 -3%
WPC
642
Waters Parkerson & Co
Louisiana
$545K -$44K -1,000 -8%
BTW
643
Boston Trust Walden
Massachusetts
$544K – – –
WC
644
Wexford Capital
Florida
$542K +$480K +10,909 New
JAFL
645
Jay A. Fishman Ltd
Michigan
$542K -$74.8K -1,700 -13%
FMAEN1
646
Fund Management at Engine No 1
California
$540K +$33.3K +756 +7%
AMIM
647
Aull & Monroe Investment Management
Alabama
$540K – – –
LC
648
Lindbrook Capital
California
$539K -$9.06K -206 -2%
CB
649
Community Bank
New York
$538K -$26.4K -600 -5%
TNA
650
True North Advisors
Texas
$537K -$205K -4,667 -30%
24 25
26
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