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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
676
Bull Street Advisors
Georgia
$370K – – –
MIM
677
Marco Investment Management
Georgia
$369K -$3.54K -90 -0.9%
AIP
678
Ameritas Investment Partners
Nebraska
$368K -$23.9K -607 -6%
CI
679
Cigna Investments
Connecticut
$367K -$21K -534 -5%
TAM
680
Tucker Asset Management
Colorado
$367K -$5.04K -128 -1%
FCI
681
Financial Counselors Inc
Kansas
$364K -$158K -4,014 -28%
CAM
682
Carret Asset Management
New York
$362K +$39 +1 +0%
CLOS
683
Compagnie Lombard Odier SCmA
Switzerland
$362K +$225K +5,722 +128%
DAC
684
Dividend Assets Capital
South Carolina
$360K – – –
KPWS
685
Kestra Private Wealth Services
Texas
$358K -$33.4K -849 -8%
BS
686
Boenning & Scattergood
Pennsylvania
$358K +$27K +686 +7%
MGIA
687
Moneta Group Investment Advisors
Missouri
$357K -$65.2K -1,655 -14%
GFA
688
Gifford Fong Associates
California
$356K – – –
PTC
689
Private Trust Company
Ohio
$356K – – –
CIC
690
Canal Insurance Company
South Carolina
$355K – – –
CTA
691
Colonial Trust Advisors
South Carolina
$355K +$3.31K +84 +0.8%
CSPIA
692
Cary Street Partners Investment Advisory
Virginia
$353K +$8.55K +217 +2%
OPCM
693
Osborne Partners Capital Management
California
$352K -$7.88K -200 -2%
SCA
694
Spearhead Capital Advisors
Florida
$351K +$21.7K +551 +6%
VCA
695
Verdence Capital Advisors
Maryland
$346K -$3.39K -86 -0.9%
GLA
696
Great Lakes Advisors
Illinois
$343K -$63.4K -1,610 -14%
BB
697
Berkshire Bank
Massachusetts
$341K – – –
1SB
698
1ST Source Bank
Indiana
$340K -$34.5K -875 -8%
WI
699
Wahed Invest
New York
$338K +$26.3K +669 +8%
CNAM
700
Campbell Newman Asset Management
Wisconsin
$337K – – –
26 27
28
29 30