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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
726
Aptus Capital Advisors
Alabama
$468K +$99.7K +1,811 +27%
OAM
727
Oppenheimer Asset Management
New York
$463K +$8.26K +150 +2%
DCM
728
Donaldson Capital Management
Indiana
$462K -$44.1K -802 -9%
O
729
Ossiam
France
$462K +$422K +7,675 +1,098%
CTA
730
Colonial Trust Advisors
South Carolina
$462K -$3.3K -60 -0.7%
SWM
731
Shakespeare Wealth Management
Wisconsin
$457K – – –
RMC
732
Resources Management Corp
Connecticut
$456K +$5.12K +93 +1%
ILI
733
Invesco LLC (Illinois)
Illinois
$455K -$12.9K -235 -3%
PWW
734
Pettyjohn Wood & White
Virginia
$454K +$180K +3,275 +66%
PCM
735
Pointe Capital Management
Michigan
$454K – – –
PSB
736
Piscataqua Savings Bank
New Hampshire
$453K – – –
SP
737
Symmetry Partners
Connecticut
$449K -$233K -4,237 -34%
AIA
738
Angeles Investment Advisors
California
$449K +$5.78K +105 +1%
WPW
739
Waldron Private Wealth
Pennsylvania
$448K +$2.26K +41 +0.5%
AAP
740
Arax Advisory Partners
Colorado
$447K +$41.2K +748 +10%
MGIA
741
Moneta Group Investment Advisors
Missouri
$443K +$936 +17 +0.2%
FWTB
742
First Western Trust Bank
Colorado
$443K -$18.9K -343 -4%
RT
743
Rockland Trust
Massachusetts
$442K -$4.84K -88 -1%
AIM
744
Aspen Investment Management
Michigan
$442K -$2.75K -50 -0.6%
WT
745
Washington Trust
Rhode Island
$442K -$55K -1,000 -11%
DI
746
DFPG Investments
Utah
$440K +$5.72K +104 +1%
SS
747
Sunbelt Securities
Texas
$440K -$1.27K -23 -0.3%
CCM
748
Coldstream Capital Management
Washington
$439K -$13K -237 -3%
SCM
749
Stevens Capital Management
Pennsylvania
$438K +$437K +7,941 New
FCI
750
Financial Counselors Inc
Kansas
$438K -$15.5K -281 -3%
28 29
30
31 32