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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
701
Jay A. Fishman Ltd
Michigan
$841K -$20.9K -300 -3%
GL
702
Graypoint LLC
New York
$841K +$32.3K +464 +5%
RMC
703
Resources Management Corp
Connecticut
$840K +$161K +2,308 +28%
FI
704
Fractal Investments
Connecticut
$830K – – –
CB
705
Community Bank
New York
$829K -$6.96K -100 -1%
FM
706
Foster & Motley
Ohio
$825K -$111K -1,590 -13%
BCM
707
Beck Capital Management
Texas
$825K +$2.3K +33 +0.3%
PA
708
Profund Advisors
Maryland
$822K -$232K -3,331 -25%
BTW
709
Boston Trust Walden
Massachusetts
$820K – – –
BSA
710
Bull Street Advisors
Georgia
$819K -$1.81K -26 -0.3%
PIM
711
Plato Investment Management
Australia
$819K – – –
FCBT
712
First Citizens Bank & Trust
North Carolina
$819K -$21.7K -311 -3%
VCA
713
Verdence Capital Advisors
Maryland
$819K +$15K +215 +2%
MNBTD
714
Moody National Bank Trust Division
Texas
$817K +$4.25K +61 +0.6%
SOS
715
Silver Oak Securities
Tennessee
$809K +$4.53K +65 +0.6%
IAS
716
Investment Advisory Services
Texas
$808K -$34.2K -491 -5%
RCA
717
Resonant Capital Advisors
Wisconsin
$808K +$14.3K +206 +2%
HH
718
Hilltop Holdings
Texas
$805K +$313K +4,493 +81%
CIC
719
Canal Insurance Company
South Carolina
$805K – – –
GFA
720
Gifford Fong Associates
California
$805K – – –
JCA
721
Jade Capital Advisors
New Jersey
$805K -$6.27M -90,000 -90%
PWA
722
Provenance Wealth Advisors
Florida
$801K -$7.31K -105 -1%
FC
723
Forte Capital
New York
$799K – – –
AMIM
724
Aull & Monroe Investment Management
Alabama
$798K -$27.2K -391 -4%
TTWM
725
TCV Trust & Wealth Management
Virginia
$798K -$9.61K -138 -1%
27 28
29
30 31