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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
726
Ancora Advisors
Ohio
$530K +$5.78K +107 +1%
EFSCE
727
Enterprise Financial Services Corp (EFSC)
Missouri
$522K -$43.2K -800 -8%
DWA
728
Douglass Winthrop Advisors
New York
$522K -$8.26K -153 -2%
FC
729
Ferris Capital
Massachusetts
$521K – – –
SAM
730
Seelaus Asset Management
New Jersey
$520K -$566K -10,495 -52%
BMO
731
Beck Mack & Oliver
New York
$520K – – –
BFS
732
Bard Financial Services
Connecticut
$519K – – –
NICM
733
Neo Ivy Capital Management
New York
$519K +$460K +8,523 +812%
QC
734
Quent Capital
New York
$517K +$514K +9,529 New
CNAM
735
Campbell Newman Asset Management
Wisconsin
$515K – – –
PFSC
736
Peoples Financial Services Corp
Pennsylvania
$513K -$11.9K -220 -2%
SP
737
Symmetry Partners
Connecticut
$512K – – –
FMWA
738
Forvis Mazars Wealth Advisors
Missouri
$510K -$61K -1,130 -11%
TH
739
TCTC Holdings
Texas
$507K +$4.21K +78 +0.8%
EWA
740
Exencial Wealth Advisors
Oklahoma
$506K +$503K +9,324 New
BFM
741
Boston Financial Management
Massachusetts
$502K -$3.45K -64 -0.7%
TIA
742
Tiemann Investment Advisors
California
$501K – – –
VF
743
Virtu Financial
New York
$497K +$495K +9,164 New
AWA
744
Arkadios Wealth Advisors
Georgia
$495K -$384K -7,124 -44%
BS
745
Boenning & Scattergood
Pennsylvania
$494K -$25.1K -466 -5%
CCT
746
Country Club Trust
Missouri
$493K -$86.5K -1,602 -15%
TC
747
TownSquare Capital
Utah
$492K -$21.5K -398 -4%
GIA
748
Gladstone Institutional Advisory
Florida
$492K +$490K +9,079 New
AP
749
Atwood & Palmer
Missouri
$490K – – –
OAM
750
Oppenheimer Asset Management
New York
$490K +$13.1K +242 +3%
28 29
30
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