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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
676
Forvis Mazars Wealth Advisors
Missouri
$545K +$567K +10,536 New
FCCM
677
First City Capital Management
Georgia
$542K – – –
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$541K +$58.9K +1,094 +12%
BSA
679
Bull Street Advisors
Georgia
$538K – – –
PCM
680
Pointe Capital Management
Michigan
$538K – – –
1SB
681
1ST Source Bank
Indiana
$536K -$14.8K -275 -3%
CAM
682
Carret Asset Management
New York
$534K – – –
SIG
683
Sky Investment Group
Connecticut
$529K -$5.38K -100 -1%
PFS
684
Prospera Financial Services
Texas
$528K +$549K +10,196 New
VAS
685
Vestmark Advisory Solutions
Massachusetts
$527K +$24.6K +457 +5%
BOTW
686
Bank of the West
California
$526K -$35.8K -666 -6%
KPW
687
Kore Private Wealth
New York
$526K +$92.3K +1,715 +20%
RG
688
Rathbones Group
United Kingdom
$523K -$34.7K -645 -6%
FC
689
Ferris Capital
Massachusetts
$523K +$517K +9,604 New
JAM
690
Jupiter Asset Management
United Kingdom
$522K -$63.4K -1,178 -10%
EF
691
Empirical Finance
Pennsylvania
$522K +$32.1K +596 +6%
BB
692
Berkshire Bank
Massachusetts
$521K – – –
GT
693
Greenleaf Trust
Michigan
$520K +$28K +520 +5%
CPA
694
Court Place Advisors
Maryland
$519K -$21.4K -398 -4%
CIC
695
Canal Insurance Company
South Carolina
$518K – – –
GFA
696
Gifford Fong Associates
California
$518K – – –
HWA
697
Heritage Way Advisors
Illinois
$518K – – –
IAA
698
Independent Advisor Alliance
North Carolina
$516K +$39.4K +732 +8%
CCT
699
Chemung Canal Trust
New York
$515K -$27.9K -519 -5%
MIS
700
Morningstar Investment Services
Illinois
$511K -$4.94M -91,771 -90%
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