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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
701
Jay A. Fishman Ltd
Michigan
$678K – – –
FNFDCM
702
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$677K – – –
JCM
703
Jacobi Capital Management
Pennsylvania
$677K +$2.21K +36 +0.3%
CWM
704
Compass Wealth Management
Connecticut
$672K – – –
CWA
705
Clarus Wealth Advisors
Arizona
$670K -$21.1K -344 -3%
LWANC
706
Laurel Wealth Advisors (North Carolina)
North Carolina
$668K -$4.91K -80 -0.7%
SEIA
707
Signature Estate & Investment Advisors
California
$665K +$428K +6,972 +195%
IAS
708
Investment Advisory Services
Texas
$664K -$27.1K -441 -4%
MG
709
Mather Group
Illinois
$664K +$254K +4,130 +57%
FCBT
710
First Citizens Bank & Trust
North Carolina
$661K +$8.47K +138 +1%
AF
711
Allworth Financial
California
$659K +$69K +1,123 +13%
GAM
712
Groupama Asset Management
France
$659K +$640K +10,423 +100%
CB
713
Community Bank
New York
$656K -$6.14K -100 -1%
FI
714
Fractal Investments
Connecticut
$651K – – –
SOS
715
Silver Oak Securities
Tennessee
$651K -$7.74K -126 -1%
AMIM
716
Aull & Monroe Investment Management
Alabama
$650K -$7.67K -125 -1%
FTWA
717
Fifth Third Wealth Advisors
Ohio
$650K +$633K +10,304 New
WA
718
Waverly Advisors
Alabama
$648K +$299K +4,876 +90%
BCM
719
Beck Capital Management
Texas
$644K +$307 +5 +0%
BSA
720
Bull Street Advisors
Georgia
$644K -$8.9K -145 -1%
IAIM
721
International Assets Investment Management
Florida
$643K -$6.88K -112 -1%
BTW
722
Boston Trust Walden
Massachusetts
$643K -$18.4K -300 -3%
PIM
723
Plato Investment Management
Australia
$642K -$995K -16,198 -61%
MNBTD
724
Moody National Bank Trust Division
Texas
$636K +$39.2K +639 +7%
PWA
725
Provenance Wealth Advisors
Florida
$634K -$2.15K -35 -0.3%
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