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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
701
Resources Management Corp
Connecticut
$840K +$161K +2,308 +28%
FI
702
Fractal Investments
Connecticut
$830K – – –
CB
703
Community Bank
New York
$829K -$6.96K -100 -1%
FM
704
Foster & Motley
Ohio
$825K -$111K -1,590 -13%
BCM
705
Beck Capital Management
Texas
$825K +$2.3K +33 +0.3%
PA
706
Profund Advisors
Maryland
$822K -$232K -3,331 -25%
BTW
707
Boston Trust Walden
Massachusetts
$820K – – –
BSA
708
Bull Street Advisors
Georgia
$819K -$1.81K -26 -0.3%
PIM
709
Plato Investment Management
Australia
$819K – – –
FCBT
710
First Citizens Bank & Trust
North Carolina
$819K -$21.7K -311 -3%
VCA
711
Verdence Capital Advisors
Maryland
$819K +$15K +215 +2%
MNBTD
712
Moody National Bank Trust Division
Texas
$817K +$4.25K +61 +0.6%
SOS
713
Silver Oak Securities
Tennessee
$809K +$4.53K +65 +0.6%
IAS
714
Investment Advisory Services
Texas
$808K -$34.2K -491 -5%
RCA
715
Resonant Capital Advisors
Wisconsin
$808K +$14.3K +206 +2%
HH
716
Hilltop Holdings
Texas
$805K +$313K +4,493 +81%
CIC
717
Canal Insurance Company
South Carolina
$805K – – –
GFA
718
Gifford Fong Associates
California
$805K – – –
JCA
719
Jade Capital Advisors
New Jersey
$805K -$6.27M -90,000 -90%
PWA
720
Provenance Wealth Advisors
Florida
$801K -$7.31K -105 -1%
FC
721
Forte Capital
New York
$799K – – –
AMIM
722
Aull & Monroe Investment Management
Alabama
$798K -$27.2K -391 -4%
TTWM
723
TCV Trust & Wealth Management
Virginia
$798K -$9.61K -138 -1%
FCCM
724
First City Capital Management
Georgia
$796K – – –
LWANC
725
Laurel Wealth Advisors (North Carolina)
North Carolina
$794K -$50.3K -722 -7%
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