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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
651
Personal CFO Solutions
New Jersey
$416K +$985 +25 +0.2%
RMC
652
Resources Management Corp
Connecticut
$414K -$9.85K -250 -2%
PCM
653
Penserra Capital Management
California
$412K -$42.8K -1,087 -9%
BTW
654
Boston Trust Walden
Massachusetts
$411K – – –
SIA
655
Soltis Investment Advisors
Utah
$411K +$228K +5,787 +100%
BAMF
656
BI Asset Management Fondsmaeglerselskab
Denmark
$410K -$226K -5,729 -33%
FCH
657
Freestone Capital Holdings
Washington
$409K -$9.41K -239 -2%
TW
658
TrinityPoint Wealth
Connecticut
$407K -$71.2K -1,808 -14%
CFB
659
Cullen/Frost Bankers
Texas
$406K +$12.6K +321 +3%
ETC
660
Exchange Traded Concepts
Oklahoma
$405K -$114K -2,905 -20%
WSTAM
661
Wilbanks Smith & Thomas Asset Management
Virginia
$405K -$59.1K -1,500 -12%
LWANC
662
Laurel Wealth Advisors (North Carolina)
North Carolina
$403K – – –
BHWM
663
Bar Harbor Wealth Management
New Hampshire
$402K -$709 -18 -0.2%
SJL
664
Shayne & Jacobs LLC
Tennessee
$402K – – –
LNB
665
Ledyard National Bank
$399K – – –
MFS
666
Mirabella Financial Services
United Kingdom
$398K +$440K +11,162 New
IAS
667
Investment Advisory Services
Texas
$397K -$3.78K -96 -0.9%
CG
668
CFO4Life Group
Texas
$397K +$2.68K +68 +0.6%
TTWM
669
TCV Trust & Wealth Management
Virginia
$392K -$70.6K -1,793 -14%
EWA
670
EP Wealth Advisors
California
$392K +$143K +3,621 +49%
GC
671
Grimes & Company
Massachusetts
$391K +$13.4K +340 +3%
JWBC
672
J.W. Burns & Co
New York
$384K -$43.6K -1,106 -9%
SNBOSCI
673
Security National Bank of Sioux City Iowa
Iowa
$381K – – –
LC
674
Lindbrook Capital
California
$381K +$7.68K +195 +2%
DCM
675
Donaldson Capital Management
Indiana
$380K -$31.4K -798 -7%
25 26
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