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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
651
Meridian Management
Arkansas
$513K -$583 -15 -0.1%
SJL
652
Shayne & Jacobs LLC
Tennessee
$513K – – –
WSTAM
653
Wilbanks Smith & Thomas Asset Management
Virginia
$513K +$45.5K +1,170 +11%
SNBOSCI
654
Security National Bank of Sioux City Iowa
Iowa
$512K -$75K -1,929 -14%
EM
655
Excalibur Management
Massachusetts
$512K -$7.97K -205 -2%
DAC
656
Dividend Assets Capital
South Carolina
$510K -$4.28K -110 -0.9%
FNT
657
First National Trust
Pennsylvania
$506K -$166K -4,264 -26%
PCS
658
Personal CFO Solutions
New Jersey
$503K -$4.98K -128 -1%
FG
659
Fiduciary Group
Georgia
$502K -$81K -2,083 -15%
CFB
660
Cullen/Frost Bankers
Texas
$499K -$27.1K -697 -6%
BHWM
661
Bar Harbor Wealth Management
New Hampshire
$497K -$96.4K -2,479 -17%
MGIA
662
Moneta Group Investment Advisors
Missouri
$496K +$457K +11,748 New
LNWWM
663
Laird Norton Wetherby Wealth Management
California
$490K -$29.1K -748 -6%
GFS
664
GYL Financial Synergies
Connecticut
$489K -$64.9K -1,668 -13%
LFAS
665
Level Four Advisory Services
Texas
$487K -$136K -3,509 -23%
CG
666
Caprock Group
Idaho
$485K +$19.4K +498 +5%
SIG
667
Sky Investment Group
Connecticut
$484K -$20K -515 -4%
BFIM
668
Beese Fulmer Investment Management
Ohio
$479K -$19.4K -500 -4%
JAM
669
Jupiter Asset Management
United Kingdom
$476K -$20.4M -525,848 -98%
PA
670
Profund Advisors
Maryland
$476K -$4.16K -107 -0.9%
LNB
671
Ledyard National Bank
$473K +$70.2K +1,806 +19%
ECM
672
EagleClaw Capital Management
Massachusetts
$472K – – –
CCT
673
Chemung Canal Trust
New York
$470K -$176K -4,534 -29%
BOTW
674
Bank of the West
California
$469K -$8.9K -229 -2%
LCAM
675
London & Capital Asset Management
United Kingdom
$469K -$2.57K -66 -0.6%
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