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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$283K – – –
B
702
Bailard
California
$282K -$16.7K -590 -6%
RWG
703
Regal Wealth Group
California
$282K -$5.8K -205 -2%
FTC
704
Farmers Trust Company
Ohio
$282K +$261K +9,230 New
VFA
705
Valeo Financial Advisors
Indiana
$281K -$155K -5,476 -37%
KFC
706
Klingenstein Fields & Co
New York
$280K -$229K -8,108 -47%
YWP
707
YorkBridge Wealth Partners
New York
$278K -$71.6K -2,532 -22%
AP
708
Atwood & Palmer
Missouri
$276K -$8.63K -305 -3%
ANRIA
709
American National Registered Investment Advisor
Texas
$276K – – –
MPW
710
Monterey Private Wealth
California
$275K +$255K +8,997 New
FHB
711
First Hawaiian Bank
Hawaii
$274K -$88K -3,110 -26%
FAG
712
Financial Advisory Group
Texas
$273K +$253K +8,937 New
CCFCSB
713
Cape Cod Five Cents Savings Bank
Massachusetts
$272K -$29.4K -1,039 -10%
FMC
714
First Merchants Corp
Indiana
$272K -$6.65K -235 -3%
LS
715
Livforsakringsbolaget Skandia
Sweden
$272K – – –
APP
716
Avantax Planning Partners
Iowa
$271K -$28.9K -1,022 -10%
AWA
717
Arete Wealth Advisors
Illinois
$270K -$45.7K -1,614 -16%
PFGIA
718
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$368 +13 +0.1%
HCM
719
Howland Capital Management
Massachusetts
$268K -$70.9K -2,505 -22%
RIM
720
Regent Investment Management
Kentucky
$268K +$248K +8,760 New
WCM
721
Whitener Capital Management
North Carolina
$267K -$264K -9,333 -52%
PCTC
722
Perkins Coie Trust Company
Washington
$266K -$120K -4,256 -33%
ADL
723
Asset Dedication LLC
California
$264K -$1.22K -43 -0.5%
SLT
724
St Louis Trust
Missouri
$264K +$244K +8,635 New
SVWAG
725
Sound View Wealth Advisors Group
Georgia
$263K -$32.6K -1,151 -12%
27 28
29
30 31