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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
726
First City Capital Management
Georgia
$796K – – –
LWANC
727
Laurel Wealth Advisors (North Carolina)
North Carolina
$794K -$50.3K -722 -7%
DTL
728
Dynamic Technology Lab
Singapore
$793K +$686K +9,858 New
CAM
729
Carret Asset Management
New York
$792K -$2.79K -40 -0.4%
LCGC
730
Legacy Capital Group California
California
$791K +$3.27K +47 +0.5%
FNFDCM
731
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$788K -$65.8K -945 -9%
RWA
732
River Wealth Advisors
Pennsylvania
$782K +$139 +2 +0%
FFM
733
Fullerton Fund Management
Singapore
$777K +$672K +9,650 New
WB
734
Webster Bank
Connecticut
$774K -$27.9K -400 -4%
FFN
735
Focus Financial Network
Minnesota
$772K +$460K +6,600 +221%
CA
736
Cullinan Associates
Kentucky
$771K – – –
FG
737
Fiduciary Group
Georgia
$771K – – –
AF
738
Allworth Financial
California
$768K -$29K -417 -4%
CNAM
739
Campbell Newman Asset Management
Wisconsin
$764K – – –
GVAG
740
Great Valley Advisor Group
Delaware
$759K +$10.4K +150 +2%
PFS
741
Prospera Financial Services
Texas
$757K -$13.4K -193 -2%
DWT
742
Dorsey & Whitney Trust
South Dakota
$752K +$44.6K +640 +7%
ACA
743
Aptus Capital Advisors
Alabama
$750K +$183K +2,633 +39%
DS
744
DRW Securities
Illinois
$748K +$647K +9,295 New
TSS
745
Two Sigma Securities
New York
$745K +$103K +1,483 +19%
CWA
746
Clarus Wealth Advisors
Arizona
$744K -$89.3K -1,282 -12%
BFM
747
Boston Financial Management
Massachusetts
$741K +$10.4K +150 +2%
BWAM
748
Boyd Watterson Asset Management
Ohio
$735K -$33.2K -477 -5%
FTWA
749
Fifth Third Wealth Advisors
Ohio
$732K -$83.9K -1,205 -12%
MPW
750
Monterey Private Wealth
California
$729K +$70 +1 +0%
28 29
30
31 32