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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
651
Ameritas Investment Partners
Nebraska
$607K +$20.2K +376 +3%
CFB
652
Cullen/Frost Bankers
Texas
$597K -$9.15K -170 -1%
SNBOSCI
653
Security National Bank of Sioux City Iowa
Iowa
$595K -$127K -2,362 -17%
BHWM
654
Bar Harbor Wealth Management
New Hampshire
$591K -$8.07K -150 -1%
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$588K +$9.31K +173 +2%
BFIM
656
Beese Fulmer Investment Management
Ohio
$586K +$14.7K +274 +2%
TMAM
657
Tokio Marine Asset Management
Japan
$586K +$233K +4,328 +62%
SJL
658
Shayne & Jacobs LLC
Tennessee
$585K -$39.6K -736 -6%
BAM
659
Berkshire Asset Management
Pennsylvania
$584K +$119K +2,204 +24%
MAM
660
Meeder Asset Management
Ohio
$583K +$51.2K +952 +9%
LNB
661
Ledyard National Bank
$580K – – –
OQS
662
Occudo Quantitative Strategies
Florida
$575K +$598K +11,118 New
CCT
663
Country Club Trust
Missouri
$571K -$79.4K -1,475 -12%
BCM
664
BTR Capital Management
California
$570K -$178K -3,300 -23%
TRCT
665
Tower Research Capital (TRC)
New York
$567K -$22K -408 -4%
MA
666
Mutual Advisors
Nebraska
$560K +$163K +3,035 +39%
CTA
667
Colonial Trust Advisors
South Carolina
$559K -$79.4K -1,475 -12%
MGIA
668
Moneta Group Investment Advisors
Missouri
$559K -$44.5K -826 -7%
OSAM
669
O'Shaughnessy Asset Management
Connecticut
$554K +$195K +3,625 +51%
BTW
670
Boston Trust Walden
Massachusetts
$550K +$13.3K +247 +2%
CCFCSB
671
Cape Cod Five Cents Savings Bank
Massachusetts
$549K +$169K +3,144 +42%
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
$545K +$567K +10,536 New
FCCM
673
First City Capital Management
Georgia
$542K – – –
EFSCE
674
Enterprise Financial Services Corp (EFSC)
Missouri
$541K +$58.9K +1,094 +12%
BSA
675
Bull Street Advisors
Georgia
$538K – – –
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