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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
651
Meridian Management
Arkansas
$653K – – –
LRPA
652
L. Roy Papp & Associates
Arizona
$646K -$108K -2,000 -14%
LWANC
653
Laurel Wealth Advisors (North Carolina)
North Carolina
$646K – – –
PCG
654
Private Capital Group
Connecticut
$643K -$9.28K -172 -1%
KTA
655
Keeley-Teton Advisors
Illinois
$642K – – –
CFB
656
Cullen/Frost Bankers
Texas
$639K +$13K +240 +2%
PCS
657
Personal CFO Solutions
New Jersey
$638K +$2.16K +40 +0.3%
PF
658
Phoenix Financial
Israel
$637K -$671K -12,441 -51%
LOAMS
659
Lombard Odier Asset Management (Switzerland)
Switzerland
$633K -$119K -2,201 -16%
JAM
660
Jupiter Asset Management
United Kingdom
$633K +$93.5K +1,733 +17%
FLPIM
661
F.L. Putnam Investment Management
Massachusetts
$632K -$6.69K -124 -1%
SS
662
Simplicity Solutions
Minnesota
$626K +$291K +5,393 +88%
SWM
663
Spire Wealth Management
Virginia
$622K -$246K -4,564 -28%
BTW
664
Boston Trust Walden
Massachusetts
$622K +$45.2K +837 +8%
MIS
665
Morningstar Investment Services
Illinois
$622K +$97.2K +1,801 +19%
SNBOSCI
666
Security National Bank of Sioux City Iowa
Iowa
$619K -$4.53K -84 -0.7%
AIP
667
Ameritas Investment Partners
Nebraska
$618K -$17.5K -324 -3%
SJL
668
Shayne & Jacobs LLC
Tennessee
$613K – – –
LSPW
669
Lake Street Private Wealth
Illinois
$608K +$605K +11,212 New
LNB
670
Ledyard National Bank
$607K – – –
OSAM
671
O'Shaughnessy Asset Management
Connecticut
$604K +$22.8K +423 +4%
FG
672
Fiduciary Group
Georgia
$603K -$23.7K -439 -4%
PA
673
Profund Advisors
Maryland
$599K -$83.3K -1,543 -12%
AAM
674
Advisors Asset Management
Colorado
$598K -$185K -3,423 -24%
BCM
675
Brasada Capital Management
Texas
$597K +$594K +11,000 New
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