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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
676
Bull Street Advisors
Georgia
$429K – – –
CI
677
Cigna Investments
Connecticut
$426K – – –
JWBC
678
J.W. Burns & Co
New York
$422K -$22.3K -549 -5%
JAG
679
Journey Advisory Group
Kentucky
$420K -$103K -2,538 -20%
CAG
680
Csenge Advisory Group
Florida
$419K +$413K +10,168 New
CSPIA
681
Cary Street Partners Investment Advisory
Virginia
$419K +$9.17K +226 +2%
CAM
682
Carret Asset Management
New York
$418K -$2.03K -50 -0.5%
FTDI
683
First Trust Direct Indexing
Massachusetts
$417K +$35.6K +878 +10%
DA
684
Denali Advisors
California
$417K +$377K +9,300 +1,163%
QCM
685
Qsemble Capital Management
New York
$417K +$410K +10,100 New
PCM
686
Penserra Capital Management
California
$414K -$62.3K -1,535 -13%
CIC
687
Canal Insurance Company
South Carolina
$413K – – –
GFA
688
Gifford Fong Associates
California
$413K – – –
MPIA
689
Mountain Pacific Investment Advisers
Idaho
$412K -$27.1K -667 -6%
QI
690
Qtron Investments
Massachusetts
$411K +$405K +9,973 New
MPW
691
Monterey Private Wealth
California
$411K +$34K +839 +9%
WT
692
Washington Trust
Rhode Island
$409K +$37.9K +935 +10%
VFA
693
Valeo Financial Advisors
Indiana
$407K +$87K +2,143 +28%
BS
694
Boenning & Scattergood
Pennsylvania
$405K -$50.2K -1,236 -12%
OPCM
695
Osborne Partners Capital Management
California
$404K -$4.06K -100 -1%
FG
696
Fiduciary Group
Georgia
$403K – – –
FA
697
FDx Advisors
Illinois
$403K -$26.7K -657 -6%
VCA
698
Verdence Capital Advisors
Maryland
$402K +$284 +7 +0.1%
DAC
699
Dividend Assets Capital
South Carolina
$401K -$16.2K -400 -4%
PAG
700
Private Advisor Group
New Jersey
$401K -$101K -2,485 -2%
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