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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
676
Everett Harris & Co
California
$963K – – –
NEWAS
677
N.E.W. Advisory Services
Wisconsin
$962K -$19.1K -281 -2%
ECM
678
Estabrook Capital Management
New York
$960K -$25.8K -380 -3%
SIA
679
Soltis Investment Advisors
Utah
$959K -$4.88K -72 -0.5%
EM
680
Excalibur Management
Massachusetts
$958K -$12.2K -180 -1%
HH
681
Hilltop Holdings
Texas
$955K +$85.3K +1,257 +11%
HA
682
Harbor Advisors
Florida
$951K – – –
RC
683
Rexford Capital
Texas
$949K +$879K +12,962 New
CWP
684
Curated Wealth Partners
California
$946K – – –
UB
685
UMB Bank
Missouri
$946K -$23.3K -344 -3%
ISL
686
Ingalls & Snyder LLC
New York
$945K +$38.8K +572 +5%
TBT
687
Texas Bank & Trust
Texas
$942K – – –
FFN
688
Focus Financial Network
Minnesota
$939K +$220K +3,236 +34%
TTIC
689
Tower Trust & Investment Company
Iowa
$937K +$869K +12,807 New
AOI
690
Auto-Owners Insurance
Michigan
$936K +$735K +10,828 +553%
BFA
691
Bragg Financial Advisors
North Carolina
$935K -$5.83K -86 -0.7%
MA
692
Montag & Associates
Georgia
$934K – – –
WAM
693
Werlinich Asset Management
Connecticut
$924K – – –
SG
694
StoneX Group
New York
$924K -$28.2K -415 -3%
MIC
695
Means Investment Company
Maine
$923K – – –
AC
696
Avestar Capital
New York
$920K +$49.2K +725 +6%
BFA
697
Benedict Financial Advisors
Georgia
$912K -$23.6K -348 -3%
RPC
698
Rossmore Private Capital
Connecticut
$912K +$1.02K +15 +0.1%
PIM
699
Plato Investment Management
Australia
$901K +$460K +6,781 +122%
TG
700
TCW Group
California
$899K +$17.4K +256 +2%
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