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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
751
GW & Wade
Massachusetts
$341K -$446 -11 -0.1%
PSB
752
Piscataqua Savings Bank
New Hampshire
$340K -$1.22K -30 -0.4%
PCM
753
Pointe Capital Management
Michigan
$339K -$27.8K -684 -8%
AWE
754
Avidian Wealth Enterprises
Texas
$338K +$333K +8,203 New
MIM
755
Marco Investment Management
Georgia
$337K -$89.3K -2,200 -21%
RMC
756
Resources Management Corp
Connecticut
$335K -$142K -3,499 -30%
SSG
757
Summit Securities Group
New York
$335K +$12.8K +316 +4%
CCM
758
Coldstream Capital Management
Washington
$334K +$328K +8,089 New
BOH
759
Bank of Hawaii
Hawaii
$333K +$89.9K +2,215 +38%
FTC
760
Farmers Trust Company
Ohio
$331K – – –
SS
761
Sunbelt Securities
Texas
$331K -$6.53K -161 -2%
EWA
762
EP Wealth Advisors
California
$330K -$122K -3,013 -27%
LCM
763
Logan Capital Management
Pennsylvania
$330K – – –
DWA
764
Douglass Winthrop Advisors
New York
$330K -$31.7K -780 -9%
B
765
Bailard
California
$323K +$74.3K +1,832 +31%
BA
766
Bennicas & Associates
California
$321K -$4.06K -100 -1%
AAP
767
Arax Advisory Partners
Colorado
$320K +$5.03K +124 +2%
ACIM
768
Azimuth Capital Investment Management
Michigan
$319K -$13K -321 -4%
BEAM
769
Baker Ellis Asset Management
Washington
$318K -$6.7K -165 -2%
PFSC
770
Peoples Financial Services Corp
Pennsylvania
$317K – – –
WTA
771
Washington Trust Advisors
Massachusetts
$315K – – –
IHL
772
Investment House LLC
California
$315K – – –
PG
773
Proffitt & Goodson
Tennessee
$314K +$11K +272 +4%
AWA
774
Arete Wealth Advisors
Illinois
$314K -$5.88K -145 -2%
BOTW
775
Bank of the West
California
$314K – – –
29 30
31
32 33