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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
651
Soltis Investment Advisors
Utah
$411K +$228K +5,787 +100%
BAMF
652
BI Asset Management Fondsmaeglerselskab
Denmark
$410K -$226K -5,729 -33%
FCH
653
Freestone Capital Holdings
Washington
$409K -$9.41K -239 -2%
TW
654
TrinityPoint Wealth
Connecticut
$407K -$71.2K -1,808 -14%
CFB
655
Cullen/Frost Bankers
Texas
$406K +$12.6K +321 +3%
ETC
656
Exchange Traded Concepts
Oklahoma
$405K -$114K -2,905 -20%
WSTAM
657
Wilbanks Smith & Thomas Asset Management
Virginia
$405K -$59.1K -1,500 -12%
LWANC
658
Laurel Wealth Advisors (North Carolina)
North Carolina
$403K – – –
BHWM
659
Bar Harbor Wealth Management
New Hampshire
$402K -$709 -18 -0.2%
SJL
660
Shayne & Jacobs LLC
Tennessee
$402K – – –
LNB
661
Ledyard National Bank
$399K – – –
MFS
662
Mirabella Financial Services
United Kingdom
$398K +$440K +11,162 New
IAS
663
Investment Advisory Services
Texas
$397K -$3.78K -96 -0.9%
CG
664
CFO4Life Group
Texas
$397K +$2.68K +68 +0.6%
TTWM
665
TCV Trust & Wealth Management
Virginia
$392K -$70.6K -1,793 -14%
EWA
666
EP Wealth Advisors
California
$392K +$143K +3,621 +49%
GC
667
Grimes & Company
Massachusetts
$391K +$13.4K +340 +3%
JWBC
668
J.W. Burns & Co
New York
$384K -$43.6K -1,106 -9%
SNBOSCI
669
Security National Bank of Sioux City Iowa
Iowa
$381K – – –
LC
670
Lindbrook Capital
California
$381K +$7.68K +195 +2%
DCM
671
Donaldson Capital Management
Indiana
$380K -$31.4K -798 -7%
MPIA
672
Mountain Pacific Investment Advisers
Idaho
$379K -$4.84K -123 -1%
BFM
673
Boston Financial Management
Massachusetts
$374K -$1.1K -28 -0.3%
JCM
674
Jacobi Capital Management
Pennsylvania
$371K – – –
FA
675
FDx Advisors
Illinois
$371K +$154K +3,912 +60%
25 26
27
28 29