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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
751
Prospera Financial Services
Texas
$287K -$9.85K -250 -3%
CCM
752
Covington Capital Management
California
$286K – – –
FTC
753
Farmers Trust Company
Ohio
$285K -$10.8K -275 -3%
FLPIM
754
F.L. Putnam Investment Management
Massachusetts
$285K -$5.79K -147 -2%
DWT
755
Dorsey & Whitney Trust
South Dakota
$284K -$3.43K -87 -1%
LCM
756
Logan Capital Management
Pennsylvania
$284K – – –
KPW
757
Kore Private Wealth
New York
$281K -$2.09K -53 -0.7%
IFWM
758
Institute for Wealth Management
Colorado
$281K -$1.54K -39 -0.5%
BA
759
Bennicas & Associates
California
$281K – – –
BEAM
760
Baker Ellis Asset Management
Washington
$280K -$18.5K -470 -6%
SSG
761
Summit Securities Group
New York
$278K +$238K +6,036 +340%
AWA
762
Arete Wealth Advisors
Illinois
$276K +$30.6K +776 +11%
VFA
763
Valeo Financial Advisors
Indiana
$274K +$30.4K +771 +11%
MP
764
McDonald Partners
Ohio
$273K -$31.5K -800 -9%
PFSC
765
Peoples Financial Services Corp
Pennsylvania
$273K – – –
WTA
766
Washington Trust Advisors
Massachusetts
$271K – – –
CPIG
767
Chicago Partners Investment Group
Illinois
$271K +$1.3K +33 +0.5%
AAP
768
Arax Advisory Partners
Colorado
$271K +$7.56K +192 +3%
IHL
769
Investment House LLC
California
$271K +$300K +7,629 New
CPA
770
Court Place Advisors
Maryland
$270K -$15.7K -398 -5%
MIC
771
Meridian Investment Counsel
California
$270K -$906 -23 -0.3%
BOTW
772
Bank of the West
California
$270K – – –
RIM
773
Regent Investment Management
Kentucky
$270K – – –
MA
774
Mutual Advisors
Nebraska
$270K +$43K +1,093 +17%
HT
775
Heritage Trust
Oklahoma
$269K -$21.5K -546 -7%
29 30
31
32 33