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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
751
Avidian Wealth Enterprises
Texas
$338K +$333K +8,203 New
MIM
752
Marco Investment Management
Georgia
$337K -$89.3K -2,200 -21%
RMC
753
Resources Management Corp
Connecticut
$335K -$142K -3,499 -30%
SSG
754
Summit Securities Group
New York
$335K +$12.8K +316 +4%
CCM
755
Coldstream Capital Management
Washington
$334K +$328K +8,089 New
BOH
756
Bank of Hawaii
Hawaii
$333K +$89.9K +2,215 +38%
FTC
757
Farmers Trust Company
Ohio
$331K – – –
SS
758
Sunbelt Securities
Texas
$331K -$6.53K -161 -2%
EWA
759
EP Wealth Advisors
California
$330K -$122K -3,013 -27%
LCM
760
Logan Capital Management
Pennsylvania
$330K – – –
DWA
761
Douglass Winthrop Advisors
New York
$330K -$31.7K -780 -9%
B
762
Bailard
California
$323K +$74.3K +1,832 +31%
BA
763
Bennicas & Associates
California
$321K -$4.06K -100 -1%
AAP
764
Arax Advisory Partners
Colorado
$320K +$5.03K +124 +2%
ACIM
765
Azimuth Capital Investment Management
Michigan
$319K -$13K -321 -4%
BEAM
766
Baker Ellis Asset Management
Washington
$318K -$6.7K -165 -2%
PFSC
767
Peoples Financial Services Corp
Pennsylvania
$317K – – –
WTA
768
Washington Trust Advisors
Massachusetts
$315K – – –
IHL
769
Investment House LLC
California
$315K – – –
PG
770
Proffitt & Goodson
Tennessee
$314K +$11K +272 +4%
BOTW
771
Bank of the West
California
$314K – – –
MIC
772
Meridian Investment Counsel
California
$313K – – –
HT
773
Heritage Trust
Oklahoma
$313K +$690 +17 +0.2%
SOW
774
State of Wyoming
Wyoming
$313K +$211K +5,190 +217%
IFWM
775
Institute for Wealth Management
Colorado
$313K -$13.5K -333 -4%
29 30
31
32 33