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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
676
EP Wealth Advisors
California
$654K +$46.2K +823 +8%
JWBC
677
J.W. Burns & Co
New York
$653K -$9.83K -175 -2%
CFG
678
Citizens Financial Group
Rhode Island
$652K +$128K +2,285 +26%
FC
679
Forte Capital
New York
$651K -$33.7K -600 -5%
GC
680
Grimes & Company
Massachusetts
$649K +$30.3K +540 +5%
LNB
681
Ledyard National Bank
$646K – – –
DA
682
Dover Advisors
Virginia
$640K +$5.62K +100 +0.9%
N
683
Numerai
California
$640K +$619K +11,011 New
AC
684
Avestar Capital
New York
$639K -$13.7K -243 -2%
IAS
685
Investment Advisory Services
Texas
$638K -$5.11K -91 -0.8%
SB
686
Simmons Bank
Arkansas
$633K -$5.62K -100 -0.9%
MGIA
687
Moneta Group Investment Advisors
Missouri
$628K +$154K +2,746 +34%
SJL
688
Shayne & Jacobs LLC
Tennessee
$627K – – –
DT
689
Diversified Trust
Tennessee
$626K +$5.51K +98 +0.9%
JAFL
690
Jay A. Fishman Ltd
Michigan
$625K -$8.43K -150 -1%
FNFDCM
691
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$624K – – –
JCM
692
Jacobi Capital Management
Pennsylvania
$622K +$56 +1 +0%
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$620K -$7.87K -140 -1%
CWM
694
Compass Wealth Management
Connecticut
$619K -$2.81K -50 -0.5%
VA
695
Vident Advisory
Georgia
$619K -$116K -2,057 -16%
CWA
696
Clarus Wealth Advisors
Arizona
$619K +$58.5K +1,042 +11%
CCIA
697
Campbell & Co Investment Adviser
Maryland
$615K -$343K -6,112 -37%
BB
698
Busey Bank
Illinois
$613K -$20K -356 -3%
AWA
699
Arkadios Wealth Advisors
Georgia
$613K +$14.3K +254 +2%
FCCM
700
First City Capital Management
Georgia
$613K -$155K -2,750 -21%
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