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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
726
Ausdal Financial Partners
Iowa
$695K +$444K +6,686 +156%
GL
727
Graypoint LLC
New York
$689K +$29.1K +438 +4%
NA
728
Nautilus Advisors
California
$686K -$9.77K -147 -1%
BB
729
Busey Bank
Illinois
$685K -$115K -1,733 -14%
IEFM
730
IQ EQ Fund Management
Ireland
$684K -$110K -1,660 -13%
JWBC
731
J.W. Burns & Co
New York
$682K -$12.3K -185 -2%
MAMG
732
Milestone Asset Management Group
Connecticut
$681K – – –
SWP
733
Sagespring Wealth Partners
Tennessee
$679K +$91.2K +1,373 +15%
BOH
734
Bank of Hawaii
Hawaii
$676K -$283K -4,254 -29%
FCBT
735
First Citizens Bank & Trust
North Carolina
$673K -$1.73K -26 -0.2%
SB
736
Simmons Bank
Arkansas
$670K -$22.1K -333 -3%
CWM
737
Compass Wealth Management
Connecticut
$669K – – –
IIM
738
INTECH Investment Management
Florida
$665K +$38.1K +573 +6%
IWM
739
IHT Wealth Management
Illinois
$657K -$2.39K -36 -0.3%
PWAM
740
Private Wealth Asset Management
Iowa
$654K +$686K +10,322 New
RA
741
RFG Advisory
Alabama
$650K +$205K +3,085 +43%
SOS
742
Silver Oak Securities
Tennessee
$650K +$2.26K +34 +0.3%
RMC
743
Resources Management Corp
Connecticut
$647K -$15.6K -235 -2%
BTW
744
Boston Trust Walden
Massachusetts
$646K – – –
BSA
745
Bull Street Advisors
Georgia
$645K – – –
FC
746
Forte Capital
New York
$642K +$15.1K +227 +2%
RCA
747
Resonant Capital Advisors
Wisconsin
$638K +$20.9K +314 +3%
FWTB
748
First Western Trust Bank
Colorado
$635K +$3.06K +46 +0.5%
GFA
749
Gifford Fong Associates
California
$634K – – –
IAS
750
Investment Advisory Services
Texas
$633K -$399 -6 -0.1%
28 29
30
31 32