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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
676
Boston Financial Management
Massachusetts
$376K +$9.54K +243 +2%
LC
677
Lindbrook Capital
California
$375K -$12.9K -329 -3%
MIM
678
Marco Investment Management
Georgia
$373K +$61K +1,555 +17%
JCM
679
Jacobi Capital Management
Pennsylvania
$372K -$1.26K -32 -0.3%
1SB
680
1ST Source Bank
Indiana
$372K – – –
BSA
681
Bull Street Advisors
Georgia
$371K – – –
CAM
682
Carret Asset Management
New York
$363K -$981 -25 -0.2%
DAC
683
Dividend Assets Capital
South Carolina
$361K -$31.4K -800 -7%
OPCM
684
Osborne Partners Capital Management
California
$360K -$37K -942 -9%
FWM
685
Frontier Wealth Management
Missouri
$357K -$117K -2,975 -23%
CIC
686
Canal Insurance Company
South Carolina
$357K – – –
GFA
687
Gifford Fong Associates
California
$357K – – –
CCA
688
Checchi Capital Advisers
California
$357K +$46.2K +1,176 +15%
PTC
689
Private Trust Company
Ohio
$357K +$393K +10,010 New
FIM
690
Fruth Investment Management
Texas
$355K – – –
SC
691
SouthState Corp
Florida
$354K -$28.4K -723 -7%
CTA
692
Colonial Trust Advisors
South Carolina
$353K – – –
WTB
693
Washington Trust Bank
Washington
$352K -$1.22K -31 -0.3%
QC
694
Quadrature Capital
United Kingdom
$351K +$387K +9,855 New
VCA
695
Verdence Capital Advisors
Maryland
$350K -$314 -8 -0.1%
FTDI
696
First Trust Direct Indexing
Massachusetts
$349K +$72K +1,834 +23%
IAA
697
Independent Advisor Alliance
North Carolina
$348K -$50.3K -1,282 -12%
FRM
698
Fox Run Management
Connecticut
$348K +$383K +9,751 New
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$346K +$381K +9,704 New
NEGWA
700
New England Guild Wealth Advisors
Connecticut
$345K – – –
26 27
28
29 30