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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
751
YorkBridge Wealth Partners
New York
$412K – – –
MSA
752
Marino Stram & Associates
Massachusetts
$412K +$379K +8,473 New
KPW
753
Kore Private Wealth
New York
$411K +$70.7K +1,582 +23%
FTC
754
Farmers Trust Company
Ohio
$408K -$14.1K -315 -4%
DWT
755
Dorsey & Whitney Trust
South Dakota
$407K -$183K -4,100 -33%
SIM
756
Sentry Investment Management
Wisconsin
$407K – – –
DHFB
757
Dixon Hubard Feinour & Brown
Virginia
$406K -$116K -2,592 -24%
CA
758
Clearstead Advisors
Ohio
$405K -$18.1K -406 -5%
RIM
759
Regent Investment Management
Kentucky
$403K +$983 +22 +0.3%
HSA
760
HBK Sorce Advisory
Pennsylvania
$403K +$41.5K +928 +13%
MFA
761
Mayflower Financial Advisors
Massachusetts
$403K +$370K +8,288 New
UBV
762
United Bank (Virginia)
Virginia
$402K -$10.9K -243 -3%
CB
763
Community Bank
New York
$401K -$40.2K -900 -10%
MP
764
McDonald Partners
Ohio
$401K -$2.15K -48 -0.6%
BEAM
765
Baker Ellis Asset Management
Washington
$399K +$7.37K +165 +2%
IFWM
766
Institute for Wealth Management
Colorado
$397K -$12.8K -286 -3%
CWM
767
Cornerstone Wealth Management
Missouri
$397K +$22.4K +501 +7%
PSB
768
Piscataqua Savings Bank
New Hampshire
$396K -$7.95K -178 -2%
GVAG
769
Great Valley Advisor Group
Delaware
$394K +$581 +13 +0.2%
SCM
770
Schnieders Capital Management
California
$389K -$5.59K -125 -2%
DWA
771
Douglass Winthrop Advisors
New York
$387K +$33.5K +750 +10%
HT
772
Heritage Trust
Oklahoma
$385K -$4.96K -111 -1%
BA
773
Bennicas & Associates
California
$384K – – –
MC
774
MRJ Capital
New York
$384K – – –
SS
775
Sunbelt Securities
Texas
$383K +$349K +7,801 New
29 30
31
32 33