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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
701
Country Club Bank
Missouri
$498K -$12.9K -235 -3%
BMO
702
Beck Mack & Oliver
New York
$498K – – –
AWM
703
Axxcess Wealth Management
California
$498K +$199K +3,618 +67%
EWA
704
Exencial Wealth Advisors
Oklahoma
$494K -$18.2K -331 -4%
GS
705
GTS Securities
Florida
$493K +$492K +8,935 New
NIM
706
NEOS Investment Management
Connecticut
$493K +$492K +8,935 New
1SB
707
1ST Source Bank
Indiana
$492K -$33K -600 -6%
PTC
708
Private Trust Company
Ohio
$492K +$7.26K +132 +2%
BFS
709
Bard Financial Services
Connecticut
$489K – – –
CI
710
Cigna Investments
Connecticut
$489K -$63.5K -1,154 -12%
VSQM
711
V-Square Quantitative Management
Illinois
$488K +$200K +3,634 +70%
TCM
712
Twin Capital Management
Pennsylvania
$485K -$54K -981 -10%
RP
713
Riverwater Partners
Wisconsin
$485K -$26.1K -475 -5%
TPCW
714
TD Private Client Wealth
New York
$484K -$2.86K -52 -0.6%
AO
715
Advisor OS
Illinois
$484K +$15.8K +287 +3%
WANY
716
Wealthspire Advisors (New York)
New York
$483K +$3.69K +67 +0.8%
EHC
717
Everett Harris & Co
California
$478K – – –
CCA
718
Checchi Capital Advisers
California
$477K -$7.76K -141 -2%
KLCM
719
KG&L Capital Management
Louisiana
$477K -$11K -200 -2%
CG
720
Cutler Group
California
$475K +$430K +7,814 +977%
SACTSONJ
721
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$475K – – –
DMC
722
Drexel Morgan & Co
Pennsylvania
$474K – – –
FFM
723
Forum Financial Management
Illinois
$471K +$330 +6 +0.1%
CI
724
CX Institutional
Indiana
$471K +$5.78K +105 +1%
ACA
725
Aptus Capital Advisors
Alabama
$468K +$99.7K +1,811 +27%
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