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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
726
Dorsey & Whitney Trust
South Dakota
$567K +$4.1K +73 +0.8%
RCA
727
Resonant Capital Advisors
Wisconsin
$565K +$20.2K +360 +4%
PTC
728
Private Trust Company
Ohio
$564K -$3.88K -69 -0.7%
CAM
729
Cidel Asset Management
Ontario, Canada
$562K +$30K +534 +6%
BWAM
730
Boyd Watterson Asset Management
Ohio
$558K -$11.2K -199 -2%
CC
731
Courier Capital
New York
$556K -$81.5K -1,450 -13%
FG
732
Fiduciary Group
Georgia
$556K +$14K +250 +3%
EAM
733
Eagle Asset Management
Florida
$555K -$40.4K -719 -7%
CA
734
Cullinan Associates
Kentucky
$552K +$298K +5,298 +126%
CNAM
735
Campbell Newman Asset Management
Wisconsin
$552K – – –
GL
736
Graypoint LLC
New York
$551K -$15.2K -271 -3%
BC
737
Barnett & Company
Tennessee
$551K -$89.9K -1,600 -14%
MNBTD
738
Moody National Bank Trust Division
Texas
$549K +$337 +6 +0.1%
GWMR
739
GC Wealth Management RIA
Massachusetts
$548K -$35.2K -626 -6%
GVAG
740
Great Valley Advisor Group
Delaware
$545K -$92.8K -1,651 -15%
MPIA
741
Mountain Pacific Investment Advisers
Idaho
$541K -$80K -1,423 -13%
BFM
742
Boston Financial Management
Massachusetts
$540K -$46.7K -832 -8%
AO
743
Advisor OS
Illinois
$539K -$13K -232 -2%
IFU
744
iSAM Funds (UK)
United Kingdom
$539K -$683K -12,152 -57%
SIG
745
Sky Investment Group
Connecticut
$531K -$7.02K -125 -1%
PFS
746
Prospera Financial Services
Texas
$530K -$66.1K -1,176 -11%
CG
747
CFO4Life Group
Texas
$530K +$6.24K +111 +1%
MPW
748
Monterey Private Wealth
California
$527K -$5.11K -91 -1%
AIP
749
Ameritas Investment Partners
Nebraska
$525K -$16.1K -287 -3%
SBIA
750
Sheaff Brock Investment Advisors
Indiana
$525K +$508K +9,034 New
28 29
30
31 32