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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
651
Great Valley Advisor Group
Delaware
$592K -$84.1K -1,529 -12%
JCM
652
Jacobi Capital Management
Pennsylvania
$592K -$991 -18 -0.2%
CB
653
Community Bank
New York
$591K -$6.05K -110 -1%
CCT
654
Capital City Trust
Florida
$591K -$20.9K -380 -3%
AMIM
655
Aull & Monroe Investment Management
Alabama
$590K -$9.46K -172 -2%
GC
656
Grimes & Company
Massachusetts
$589K -$715 -13 -0.1%
FNFDCM
657
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$588K -$20K -364 -3%
TTWM
658
TCV Trust & Wealth Management
Virginia
$585K +$20K +363 +4%
VFA
659
Valeo Financial Advisors
Indiana
$584K +$32.1K +584 +6%
DT
660
Diversified Trust
Tennessee
$584K +$41.3K +750 +8%
CAG
661
Crestwood Advisors Group
Massachusetts
$582K -$84.8K -1,541 -13%
IAIM
662
International Assets Investment Management
Florida
$579K +$25.9K +470 +1%
AC
663
Avestar Capital
New York
$578K -$66.7K -1,212 -10%
BTW
664
Boston Trust Walden
Massachusetts
$576K -$27.5K -500 -5%
VCA
665
Verdence Capital Advisors
Maryland
$574K +$31.3K +569 +6%
BSA
666
Bull Street Advisors
Georgia
$571K – – –
SOS
667
Silver Oak Securities
Tennessee
$567K +$17.9K +326 +3%
TW
668
Transform Wealth
Colorado
$567K -$159K -2,892 -22%
CAM
669
Carret Asset Management
New York
$557K – – –
EWA
670
EP Wealth Advisors
California
$553K +$134K +2,429 +32%
CIC
671
Canal Insurance Company
South Carolina
$552K – – –
GFA
672
Gifford Fong Associates
California
$552K – – –
JWCA
673
J.W. Cole Advisors
Florida
$550K +$275 +5 +0.1%
CA
674
Cullinan Associates
Kentucky
$550K -$1.19M -21,700 -69%
AFG
675
Alterity Financial Group
Maine
$550K +$44.9K +815 +9%
25 26
27
28 29