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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
751
Bull Street Advisors
Georgia
$756K – – –
PWAM
752
Private Wealth Asset Management
Iowa
$753K – – –
NEI
753
Northwest & Ethical Investments
Ontario, Canada
$750K -$530K -8,104 -44%
SWP
754
Sagespring Wealth Partners
Tennessee
$747K +$10.5K +161 +2%
TVWM
755
Tower View Wealth Management
Wisconsin
$747K -$87.7K -1,342 -12%
RP
756
Riverwater Partners
Wisconsin
$745K -$135K -2,072 -17%
AC
757
Avestar Capital
New York
$742K +$1.76K +27 +0.3%
IIM
758
INTECH Investment Management
Florida
$737K -$680K -10,398 -51%
HP
759
Hartree Partners
New York
$734K +$654K +10,000 New
SAM
760
Sawgrass Asset Management
Florida
$728K -$23.2K -355 -3%
TRCT
761
Tower Research Capital (TRC)
New York
$728K +$36.6K +560 +6%
IWM
762
IHT Wealth Management
Illinois
$727K +$24.4K +374 +4%
TBA
763
Tower Bridge Advisors
Pennsylvania
$726K -$29.7K -455 -4%
RWM
764
Rialto Wealth Management
New York
$719K -$4.25K -65 -0.7%
FCP
765
Fidelis Capital Partners
Florida
$719K +$44.3K +678 +7%
BWAM
766
Boyd Watterson Asset Management
Ohio
$716K -$9.48K -145 -1%
IAS
767
Investment Advisory Services
Texas
$714K +$65 +1 +0%
AWM
768
Axxcess Wealth Management
California
$714K +$636K +9,727 New
LWANC
769
Laurel Wealth Advisors (North Carolina)
North Carolina
$713K – – –
SLT
770
St Louis Trust
Missouri
$711K – – –
CHC
771
City Holding Co
West Virginia
$710K -$29K -444 -4%
BB
772
Busey Bank
Illinois
$709K -$8.3K -127 -1%
IAA
773
Independent Advisor Alliance
North Carolina
$708K -$19K -290 -3%
RMC
774
Resources Management Corp
Connecticut
$707K – – –
SIA
775
Sage Investment Advisers
New York
$704K +$6.54K +100 +1%
29 30
31
32 33