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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
676
Donaldson Capital Management
Indiana
$435K -$5.07K -125 -1%
ORAM
677
One River Asset Management
Connecticut
$435K +$422K +10,392 New
JCM
678
Jacobi Capital Management
Pennsylvania
$431K – – –
BSA
679
Bull Street Advisors
Georgia
$429K – – –
CI
680
Cigna Investments
Connecticut
$426K – – –
JWBC
681
J.W. Burns & Co
New York
$422K -$22.3K -549 -5%
JAG
682
Journey Advisory Group
Kentucky
$420K -$103K -2,538 -20%
CAG
683
Csenge Advisory Group
Florida
$419K +$413K +10,168 New
CSPIA
684
Cary Street Partners Investment Advisory
Virginia
$419K +$9.17K +226 +2%
CAM
685
Carret Asset Management
New York
$418K -$2.03K -50 -0.5%
FTDI
686
First Trust Direct Indexing
Massachusetts
$417K +$35.6K +878 +10%
DA
687
Denali Advisors
California
$417K +$377K +9,300 +1,163%
QCM
688
Qsemble Capital Management
New York
$417K +$410K +10,100 New
PCM
689
Penserra Capital Management
California
$414K -$62.3K -1,535 -13%
CIC
690
Canal Insurance Company
South Carolina
$413K – – –
GFA
691
Gifford Fong Associates
California
$413K – – –
MPIA
692
Mountain Pacific Investment Advisers
Idaho
$412K -$27.1K -667 -6%
QI
693
Qtron Investments
Massachusetts
$411K +$405K +9,973 New
MPW
694
Monterey Private Wealth
California
$411K +$34K +839 +9%
WT
695
Washington Trust
Rhode Island
$409K +$37.9K +935 +10%
VFA
696
Valeo Financial Advisors
Indiana
$407K +$87K +2,143 +28%
BS
697
Boenning & Scattergood
Pennsylvania
$405K -$50.2K -1,236 -12%
OPCM
698
Osborne Partners Capital Management
California
$404K -$4.06K -100 -1%
FG
699
Fiduciary Group
Georgia
$403K – – –
FA
700
FDx Advisors
Illinois
$403K -$26.7K -657 -6%
26 27
28
29 30