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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
651
Grimes & Company
Massachusetts
$669K +$3.45K +64 +0.5%
IAS
652
Investment Advisory Services
Texas
$659K -$17.2K -318 -3%
AF
653
Aldebaran Financial
$658K -$2.7K -50 -0.4%
FHA
654
Flagship Harbor Advisors
Massachusetts
$657K -$115K -2,131 -15%
BFIM
655
Beese Fulmer Investment Management
Ohio
$655K +$40.7K +754 +7%
MPIA
656
Mountain Pacific Investment Advisers
Idaho
$653K -$10.8K -200 -2%
MM
657
Meridian Management
Arkansas
$653K – – –
LRPA
658
L. Roy Papp & Associates
Arizona
$646K -$108K -2,000 -14%
LWANC
659
Laurel Wealth Advisors (North Carolina)
North Carolina
$646K – – –
PCG
660
Private Capital Group
Connecticut
$643K -$9.28K -172 -1%
KTA
661
Keeley-Teton Advisors
Illinois
$642K – – –
CFB
662
Cullen/Frost Bankers
Texas
$639K +$13K +240 +2%
PCS
663
Personal CFO Solutions
New Jersey
$638K +$2.16K +40 +0.3%
PF
664
Phoenix Financial
Israel
$637K -$671K -12,441 -51%
LOAMS
665
Lombard Odier Asset Management (Switzerland)
Switzerland
$633K -$119K -2,201 -16%
JAM
666
Jupiter Asset Management
United Kingdom
$633K +$93.5K +1,733 +17%
FLPIM
667
F.L. Putnam Investment Management
Massachusetts
$632K -$6.69K -124 -1%
SS
668
Simplicity Solutions
Minnesota
$626K +$291K +5,393 +88%
SWM
669
Spire Wealth Management
Virginia
$622K -$246K -4,564 -28%
BTW
670
Boston Trust Walden
Massachusetts
$622K +$45.2K +837 +8%
MIS
671
Morningstar Investment Services
Illinois
$622K +$97.2K +1,801 +19%
SNBOSCI
672
Security National Bank of Sioux City Iowa
Iowa
$619K -$4.53K -84 -0.7%
AIP
673
Ameritas Investment Partners
Nebraska
$618K -$17.5K -324 -3%
SJL
674
Shayne & Jacobs LLC
Tennessee
$613K – – –
LSPW
675
Lake Street Private Wealth
Illinois
$608K +$605K +11,212 New
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