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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
701
Berkshire Bank
Massachusetts
$341K – – –
1SB
702
1ST Source Bank
Indiana
$340K -$34.5K -875 -8%
WI
703
Wahed Invest
New York
$338K +$26.3K +669 +8%
CNAM
704
Campbell Newman Asset Management
Wisconsin
$337K – – –
SIG
705
Sky Investment Group
Connecticut
$337K +$2.76K +70 +0.7%
HI
706
Horizon Investments
North Carolina
$336K +$32.9K +835 +10%
LRPA
707
L. Roy Papp & Associates
Arizona
$335K +$39.1K +994 +12%
FHA
708
Flagship Harbor Advisors
Massachusetts
$332K -$3.54K -90 -1%
IAA
709
Independent Advisor Alliance
North Carolina
$331K -$17.7K -449 -5%
CCT
710
Chemung Canal Trust
New York
$331K -$3.94K -100 -1%
SC
711
SouthState Corp
Florida
$330K -$25.4K -644 -6%
FTDI
712
First Trust Direct Indexing
Massachusetts
$328K -$22.6K -574 -6%
AFG
713
Alterity Financial Group
Maine
$327K +$88.9K +2,258 +33%
SLT
714
St Louis Trust
Missouri
$326K +$104K +2,635 +44%
MPW
715
Monterey Private Wealth
California
$325K -$5.71K -145 -2%
ONB
716
Old National Bancorp
Indiana
$325K +$116K +2,941 +48%
BFS
717
Bard Financial Services
Connecticut
$324K -$9.85K -250 -3%
PFGIA
718
Patriot Financial Group Insurance Agency
Massachusetts
$323K +$2.01K +51 +0.6%
CCB
719
Country Club Bank
Missouri
$323K +$4.92K +125 +1%
CCA
720
Checchi Capital Advisers
California
$323K +$11.2K +285 +3%
EHC
721
Everett Harris & Co
California
$321K -$197K -5,000 -36%
BMO
722
Beck Mack & Oliver
New York
$321K -$2.76K -70 -0.8%
WT
723
Washington Trust
Rhode Island
$319K – – –
FAG
724
Financial Advisory Group
Texas
$318K – – –
PCM
725
Pointe Capital Management
Michigan
$317K -$11.1K -283 -3%
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29
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