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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAMG
726
Milestone Asset Management Group
Connecticut
$733K +$810K +10,744 New
JCM
727
Jacobi Capital Management
Pennsylvania
$733K -$208K -2,756 -20%
FCBT
728
First Citizens Bank & Trust
North Carolina
$726K +$35.4K +469 +5%
PCM
729
Penserra Capital Management
California
$723K +$136K +1,797 +20%
BCM
730
Beck Capital Management
Texas
$721K +$24.5K +325 +3%
KWA
731
Kingswood Wealth Advisors
California
$720K -$74.6K -989 -9%
CWM
732
Compass Wealth Management
Connecticut
$720K -$7.92K -105 -1%
CCC
733
Compass Capital Corp
Massachusetts
$716K +$764K +10,126 New
RMC
734
Resources Management Corp
Connecticut
$713K – – –
GL
735
Graypoint LLC
New York
$711K -$2.04K -27 -0.3%
IWM
736
IHT Wealth Management
Illinois
$710K -$44.5K -590 -5%
JAFL
737
Jay A. Fishman Ltd
Michigan
$706K -$7.54K -100 -1%
GWP
738
Gateway Wealth Partners
Wisconsin
$705K +$537K +7,118 +222%
FI
739
Fractal Investments
Connecticut
$704K – – –
MNBTD
740
Moody National Bank Trust Division
Texas
$701K +$8.98K +119 +1%
SOS
741
Silver Oak Securities
Tennessee
$698K -$11.2K -149 -1%
AWA
742
Arkadios Wealth Advisors
Georgia
$698K -$149K -1,976 -16%
BTW
743
Boston Trust Walden
Massachusetts
$695K – – –
BSA
744
Bull Street Advisors
Georgia
$695K – – –
GFA
745
Gifford Fong Associates
California
$683K – – –
IAS
746
Investment Advisory Services
Texas
$682K -$3.62K -48 -0.5%
FWTB
747
First Western Trust Bank
Colorado
$681K +$176K +2,330 +30%
CB
748
Community Bank
New York
$679K -$26.8K -355 -3%
IIM
749
INTECH Investment Management
Florida
$677K -$806K -10,688 -52%
FC
750
Forte Capital
New York
$676K -$1.66K -22 -0.2%
28 29
30
31 32