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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
726
Bard Financial Services
Connecticut
$519K – – –
NICM
727
Neo Ivy Capital Management
New York
$519K +$460K +8,523 +812%
QC
728
Quent Capital
New York
$517K +$514K +9,529 New
CNAM
729
Campbell Newman Asset Management
Wisconsin
$515K – – –
PFSC
730
Peoples Financial Services Corp
Pennsylvania
$513K -$11.9K -220 -2%
SP
731
Symmetry Partners
Connecticut
$512K – – –
FMWA
732
Forvis Mazars Wealth Advisors
Missouri
$510K -$61K -1,130 -11%
TH
733
TCTC Holdings
Texas
$507K +$4.21K +78 +0.8%
EWA
734
Exencial Wealth Advisors
Oklahoma
$506K +$503K +9,324 New
BFM
735
Boston Financial Management
Massachusetts
$502K -$3.45K -64 -0.7%
TIA
736
Tiemann Investment Advisors
California
$501K – – –
VF
737
Virtu Financial
New York
$497K +$495K +9,164 New
AWA
738
Arkadios Wealth Advisors
Georgia
$495K -$384K -7,124 -44%
BS
739
Boenning & Scattergood
Pennsylvania
$494K -$25.1K -466 -5%
CCT
740
Country Club Trust
Missouri
$493K -$86.5K -1,602 -15%
TC
741
TownSquare Capital
Utah
$492K -$21.5K -398 -4%
GIA
742
Gladstone Institutional Advisory
Florida
$492K +$490K +9,079 New
AP
743
Atwood & Palmer
Missouri
$490K – – –
OAM
744
Oppenheimer Asset Management
New York
$490K +$13.1K +242 +3%
CB
745
Community Bank
New York
$490K +$99.4K +1,841 +26%
TAM
746
Tucker Asset Management
Colorado
$490K +$3.99K +74 +0.8%
GVAG
747
Great Valley Advisor Group
Delaware
$489K +$21.4K +397 +5%
VFA
748
Valeo Financial Advisors
Indiana
$487K +$2.43K +45 +0.5%
KTC
749
Kistler-Tiffany Companies
Pennsylvania
$485K -$6.8K -126 -1%
FAG
750
Financial Advisory Group
Texas
$485K – – –
28 29
30
31 32