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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
651
Community Bank
New York
$475K -$15.8K -390 -3%
CG
652
CFO4Life Group
Texas
$472K +$10.5K +258 +2%
C
653
CFO4Life
Texas
$472K +$464K +11,436 New
LC
654
Lindbrook Capital
California
$470K +$28K +690 +6%
SJL
655
Shayne & Jacobs LLC
Tennessee
$467K – – –
LWANC
656
Laurel Wealth Advisors (North Carolina)
North Carolina
$465K -$3.21K -79 -0.7%
CFB
657
Cullen/Frost Bankers
Texas
$464K -$7.3K -180 -2%
LNB
658
Ledyard National Bank
$462K – – –
CCT
659
Capital City Trust
Florida
$461K -$136K -3,359 -23%
IAS
660
Investment Advisory Services
Texas
$460K +$41 +1 +0%
AWM
661
Apollon Wealth Management
South Carolina
$459K +$177K +4,356 +64%
BHWM
662
Bar Harbor Wealth Management
New Hampshire
$458K -$8.12K -200 -2%
DA
663
Dover Advisors
Virginia
$458K +$448K +11,050 New
TTWM
664
TCV Trust & Wealth Management
Virginia
$453K -$2.23K -55 -0.5%
AMIM
665
Aull & Monroe Investment Management
Alabama
$452K -$56.8K -1,400 -11%
BTW
666
Boston Trust Walden
Massachusetts
$451K -$24.9K -614 -5%
AIP
667
Ameritas Investment Partners
Nebraska
$448K – – –
OPS
668
Orion Portfolio Solutions
Nebraska
$447K +$94.3K +2,323 +27%
WI
669
Wahed Invest
New York
$444K +$51.3K +1,265 +13%
SNBOSCI
670
Security National Bank of Sioux City Iowa
Iowa
$442K -$203 -5 -0%
BFM
671
Boston Financial Management
Massachusetts
$440K +$6.25K +154 +1%
GC
672
Grimes & Company
Massachusetts
$439K -$14.2K -349 -3%
DCM
673
Donaldson Capital Management
Indiana
$435K -$5.07K -125 -1%
ORAM
674
One River Asset Management
Connecticut
$435K +$422K +10,392 New
JCM
675
Jacobi Capital Management
Pennsylvania
$431K – – –
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