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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
726
Duff & Phelps Investment Management
Illinois
$392K – – –
HI
727
Harbour Investments
Wisconsin
$390K +$359K +9,234 New
FP
728
Financial Perspectives
Minnesota
$390K +$625K +16,076 +4,122%
TAM
729
Tucker Asset Management
Colorado
$389K – – –
MPW
730
Monterey Private Wealth
California
$388K -$7.7K -198 -2%
CB
731
Community Bank
New York
$387K -$29.5K -760 -8%
MPPW
732
Mitchell & Pahl Private Wealth
Oklahoma
$386K -$19.5K -502 -5%
BAM
733
Berkshire Asset Management
Pennsylvania
$386K -$13K -335 -4%
EWA
734
Exencial Wealth Advisors
Oklahoma
$385K -$48.9K -1,257 -12%
IA
735
IFG Advisory
Georgia
$384K -$24.4K -627 -6%
HCM
736
Hutchinson Capital Management
California
$384K – – –
DJSG
737
D.J. St. Germain
Massachusetts
$381K -$28K -721 -7%
ANRIA
738
American National Registered Investment Advisor
Texas
$381K -$272 -7 -0.1%
AP
739
Atwood & Palmer
Missouri
$381K – – –
NAM
740
NTV Asset Management
West Virginia
$379K -$29.6K -761 -8%
FAG
741
Financial Advisory Group
Texas
$377K – – –
GW
742
GW & Wade
Massachusetts
$372K +$70.6K +1,816 +26%
CA
743
Clearstead Advisors
Ohio
$369K -$264K -6,794 -44%
FTC
744
Farmers Trust Company
Ohio
$369K -$19.8K -508 -6%
GCP
745
GSA Capital Partners
United Kingdom
$365K +$116K +2,978 +53%
SACTSONJ
746
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$363K – – –
DMC
747
Drexel Morgan & Co
Pennsylvania
$362K -$117 -3 -0%
BRWM
748
B. Riley Wealth Management
Tennessee
$359K -$5.4K -139 -2%
UBV
749
United Bank (Virginia)
Virginia
$359K +$3.89K +100 +1%
GT
750
Greenleaf Trust
Michigan
$359K +$75.9K +1,952 +30%
28 29
30
31 32