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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
651
Personal CFO Solutions
New Jersey
$533K -$6.5K -138 -1%
DCM
652
Donaldson Capital Management
Indiana
$529K -$132K -2,810 -20%
PCG
653
Private Capital Group
Connecticut
$528K -$14.3K -304 -3%
BTW
654
Boston Trust Walden
Massachusetts
$528K +$2.83K +60 +0.5%
VAS
655
Vestmark Advisory Solutions
Massachusetts
$527K +$40.5K +860 +8%
OTL
656
Oak Thistle LLC
New York
$525K -$60.5K -1,284 -10%
KPWS
657
Kestra Private Wealth Services
Texas
$523K -$135K -2,870 -20%
IIA
658
ICW Investment Advisors
Arizona
$523K +$23.4K +496 +5%
SJL
659
Shayne & Jacobs LLC
Tennessee
$519K – – –
BDF
660
Balasa Dinverno & Foltz
$518K -$53.8K -1,142 -9%
FLPIM
661
F.L. Putnam Investment Management
Massachusetts
$517K -$17.9K -380 -3%
CFB
662
Cullen/Frost Bankers
Texas
$515K -$25.9K -550 -5%
LNB
663
Ledyard National Bank
$514K – – –
SEC
664
Seven Eight Capital
New York
$513K -$483K -10,255 -48%
SP
665
Symmetry Partners
Connecticut
$513K +$82.1K +1,743 +18%
OPCM
666
Osborne Partners Capital Management
California
$506K -$94K -1,997 -15%
IAA
667
Independent Advisor Alliance
North Carolina
$506K +$46.9K +995 +10%
AIP
668
Ameritas Investment Partners
Nebraska
$503K -$21.1K -447 -4%
DAC
669
Dividend Assets Capital
South Carolina
$500K – – –
LC
670
Lindbrook Capital
California
$498K -$5.51K -117 -1%
LSA
671
L & S Advisors
California
$497K -$2.19M -46,548 -81%
LNC
672
Lincoln National Corp
Pennsylvania
$497K -$182K -3,872 -26%
WSTAM
673
Wilbanks Smith & Thomas Asset Management
Virginia
$494K +$2.97K +63 +0.5%
GT
674
Greenleaf Trust
Michigan
$493K -$7.77K -165 -2%
SNBOSCI
675
Security National Bank of Sioux City Iowa
Iowa
$492K -$32.8K -696 -6%
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