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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
676
Jacobi Capital Management
Pennsylvania
$614K -$1.43K -27 -0.3%
DT
677
Diversified Trust
Tennessee
$613K +$5.13K +97 +0.9%
GC
678
Grimes & Company
Massachusetts
$610K -$2.7K -51 -0.5%
VCA
679
Verdence Capital Advisors
Maryland
$604K +$6.14K +116 +1%
BTW
680
Boston Trust Walden
Massachusetts
$602K +$2.65K +50 +0.5%
TTWM
681
TCV Trust & Wealth Management
Virginia
$601K -$7.67K -145 -1%
AMIM
682
Aull & Monroe Investment Management
Alabama
$599K -$13.2K -250 -2%
EWA
683
EP Wealth Advisors
California
$599K +$21.5K +407 +4%
EAM
684
Eagle Asset Management
Florida
$597K -$103K -1,938 -16%
BSA
685
Bull Street Advisors
Georgia
$594K – – –
PFS
686
Prospera Financial Services
Texas
$591K -$296K -5,597 -35%
AWA
687
Arkadios Wealth Advisors
Georgia
$591K +$35K +661 +7%
HIM
688
Hillsdale Investment Management
Ontario, Canada
$589K +$542K +10,250 New
BFM
689
Boston Financial Management
Massachusetts
$581K +$38.2K +722 +8%
CAM
690
Carret Asset Management
New York
$579K +$53 +1 +0%
CIA
691
Concurrent Investment Advisors
Florida
$579K +$534K +10,086 New
SF
692
Symphony Financial
Texas
$578K +$545K +10,295 New
GWMR
693
GC Wealth Management RIA
Massachusetts
$577K +$532K +10,050 New
PWA
694
Provenance Wealth Advisors
Florida
$575K +$4.71K +89 +0.9%
CIC
695
Canal Insurance Company
South Carolina
$575K – – –
GFA
696
Gifford Fong Associates
California
$575K – – –
SOS
697
Silver Oak Securities
Tennessee
$574K -$15.1K -286 -3%
BP
698
Ballentine Partners
Massachusetts
$573K +$140K +2,650 +36%
AFG
699
Alterity Financial Group
Maine
$572K – – –
EHC
700
Everett Harris & Co
California
$572K +$68.8K +1,300 +15%
26 27
28
29 30