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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
676
Pointe Capital Management
Michigan
$538K – – –
1SB
677
1ST Source Bank
Indiana
$536K -$14.8K -275 -3%
CAM
678
Carret Asset Management
New York
$534K – – –
SIG
679
Sky Investment Group
Connecticut
$529K -$5.38K -100 -1%
PFS
680
Prospera Financial Services
Texas
$528K +$549K +10,196 New
VAS
681
Vestmark Advisory Solutions
Massachusetts
$527K +$24.6K +457 +5%
BOTW
682
Bank of the West
California
$526K -$35.8K -666 -6%
KPW
683
Kore Private Wealth
New York
$526K +$92.3K +1,715 +20%
RG
684
Rathbones Group
United Kingdom
$523K -$34.7K -645 -6%
FC
685
Ferris Capital
Massachusetts
$523K +$517K +9,604 New
JAM
686
Jupiter Asset Management
United Kingdom
$522K -$63.4K -1,178 -10%
EF
687
Empirical Finance
Pennsylvania
$522K +$32.1K +596 +6%
BB
688
Berkshire Bank
Massachusetts
$521K – – –
GT
689
Greenleaf Trust
Michigan
$520K +$28K +520 +5%
CPA
690
Court Place Advisors
Maryland
$519K -$21.4K -398 -4%
CIC
691
Canal Insurance Company
South Carolina
$518K – – –
GFA
692
Gifford Fong Associates
California
$518K – – –
HWA
693
Heritage Way Advisors
Illinois
$518K – – –
IAA
694
Independent Advisor Alliance
North Carolina
$516K +$39.4K +732 +8%
CCT
695
Chemung Canal Trust
New York
$515K -$27.9K -519 -5%
MIS
696
Morningstar Investment Services
Illinois
$511K -$4.94M -91,771 -90%
VCA
697
Verdence Capital Advisors
Maryland
$511K -$1.34K -25 -0.3%
IIA
698
ICW Investment Advisors
Arizona
$508K +$71.4K +1,327 +16%
DWA
699
Douglass Winthrop Advisors
New York
$506K +$97.8K +1,818 +23%
JCM
700
Jacobi Capital Management
Pennsylvania
$506K +$115K +2,132 +28%
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