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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
726
Symmetry Partners
Connecticut
$399K -$35.9K -923 -9%
WANY
727
Wealthspire Advisors (New York)
New York
$398K +$63.2K +1,626 +21%
IAA
728
Independent Advisor Alliance
North Carolina
$397K -$1.3M -33,390 -78%
AA
729
Ancora Advisors
Ohio
$396K -$37.5K -964 -9%
EFSCE
730
Enterprise Financial Services Corp (EFSC)
Missouri
$393K +$1.36K +35 +0.4%
DPIM
731
Duff & Phelps Investment Management
Illinois
$392K – – –
HI
732
Harbour Investments
Wisconsin
$390K +$359K +9,234 New
TAM
733
Tucker Asset Management
Colorado
$389K – – –
MPW
734
Monterey Private Wealth
California
$388K -$7.7K -198 -2%
CB
735
Community Bank
New York
$387K -$29.5K -760 -8%
MPPW
736
Mitchell & Pahl Private Wealth
Oklahoma
$386K -$19.5K -502 -5%
BAM
737
Berkshire Asset Management
Pennsylvania
$386K -$13K -335 -4%
EWA
738
Exencial Wealth Advisors
Oklahoma
$385K -$48.9K -1,257 -12%
IA
739
IFG Advisory
Georgia
$384K -$24.4K -627 -6%
HCM
740
Hutchinson Capital Management
California
$384K – – –
DJSG
741
D.J. St. Germain
Massachusetts
$381K -$28K -721 -7%
ANRIA
742
American National Registered Investment Advisor
Texas
$381K -$272 -7 -0.1%
AP
743
Atwood & Palmer
Missouri
$381K – – –
NAM
744
NTV Asset Management
West Virginia
$379K -$29.6K -761 -8%
FAG
745
Financial Advisory Group
Texas
$377K – – –
GW
746
GW & Wade
Massachusetts
$372K +$70.6K +1,816 +26%
CA
747
Clearstead Advisors
Ohio
$369K -$264K -6,794 -44%
FTC
748
Farmers Trust Company
Ohio
$369K -$19.8K -508 -6%
GCP
749
GSA Capital Partners
United Kingdom
$365K +$116K +2,978 +53%
SACTSONJ
750
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$363K – – –
28 29
30
31 32