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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
751
Asahi Life Asset Management
Japan
$373K +$365K +8,160 New
SVWAG
752
Sound View Wealth Advisors Group
Georgia
$373K -$39.7K -886 -10%
ONB
753
Old National Bancorp
Indiana
$372K -$12.3K -275 -3%
AWA
754
Arkadios Wealth Advisors
Georgia
$371K +$362K +8,099 New
RT
755
Rockland Trust
Massachusetts
$370K +$30.2K +675 +9%
MIM
756
Marco Investment Management
Georgia
$370K -$4.48K -100 -1%
B
757
Bailard
California
$369K +$10.4K +233 +3%
MGIA
758
Moneta Group Investment Advisors
Missouri
$368K +$53.1K +1,187 +17%
AIA
759
Angeles Investment Advisors
California
$367K +$25.5K +570 +8%
LCM
760
Logan Capital Management
Pennsylvania
$366K – – –
BAM
761
Belpointe Asset Management
Nevada
$366K +$65.1K +1,454 +22%
FAG
762
Financial Advisory Group
Texas
$366K -$42.2K -942 -11%
FTC
763
Farmers Trust Company
Ohio
$365K -$2.24K -50 -0.6%
SWS
764
SYSTM Wealth Solutions
Illinois
$362K -$209K -4,673 -37%
DI
765
DFPG Investments
Utah
$362K +$355K +7,921 New
SSB
766
Sandy Spring Bank
Maryland
$362K -$274K -6,113 -44%
CCT
767
Chemung Canal Trust
New York
$360K -$44.2K -988 -11%
EWA
768
EP Wealth Advisors
California
$357K +$67K +1,498 +19%
BF
769
BOK Financial
Oklahoma
$357K -$494K -11,036 -59%
KLCM
770
KG&L Capital Management
Louisiana
$356K +$17.9K +400 +5%
DWA
771
Douglass Winthrop Advisors
New York
$356K -$10.7K -240 -3%
PFGIA
772
Patriot Financial Group Insurance Agency
Massachusetts
$355K -$48.9K -1,093 -12%
ADL
773
Asset Dedication LLC
California
$350K +$66.4K +1,484 +24%
ACA
774
Aptus Capital Advisors
Alabama
$350K -$71.6K -1,599 -17%
WTA
775
Washington Trust Advisors
Massachusetts
$349K – – –
29 30
31
32 33