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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
701
Washington Trust Bank
Washington
$454K +$88.2K +1,872 +23%
VCA
702
Verdence Capital Advisors
Maryland
$451K +$94 +2 +0%
PA
703
Profund Advisors
Maryland
$450K -$57.8K -1,228 -11%
BRWM
704
B. Riley Wealth Management
Tennessee
$448K -$10.5K -222 -2%
FC
705
Ferris Capital
Massachusetts
$447K +$6.92K +147 +2%
CCT
706
Chemung Canal Trust
New York
$445K -$11.8K -250 -3%
CCB
707
Country Club Bank
Missouri
$445K +$441K +9,359 New
TMAM
708
Tokio Marine Asset Management
Japan
$444K -$128K -2,717 -22%
NEGWA
709
New England Guild Wealth Advisors
Connecticut
$444K -$21K -446 -4%
BB
710
Berkshire Bank
Massachusetts
$442K -$16K -340 -3%
LSPW
711
Lake Street Private Wealth
Illinois
$441K -$75.3K -1,598 -14%
DWA
712
Douglass Winthrop Advisors
New York
$441K – – –
WT
713
Washington Trust
Rhode Island
$438K -$35.9K -762 -7%
MPW
714
Monterey Private Wealth
California
$437K +$14.2K +302 +3%
CNAM
715
Campbell Newman Asset Management
Wisconsin
$435K – – –
PFSC
716
Peoples Financial Services Corp
Pennsylvania
$434K – – –
SIG
717
Sky Investment Group
Connecticut
$432K -$37.7K -800 -8%
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$431K -$11.7K -248 -3%
FMWA
719
Forvis Mazars Wealth Advisors
Missouri
$431K – – –
BFS
720
Bard Financial Services
Connecticut
$429K -$9.42K -200 -2%
FCCM
721
First City Capital Management
Georgia
$423K – – –
FWTB
722
First Western Trust Bank
Colorado
$423K +$419K +8,898 New
TAM
723
Tucker Asset Management
Colorado
$423K +$3.48K +74 +0.8%
BCM
724
Bayesian Capital Management
New York
$422K +$433K +9,200 New
PCM
725
Pointe Capital Management
Michigan
$421K -$57.1K -1,213 -12%
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