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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
751
Arax Advisory Partners
Colorado
$375K +$19.4K +433 +6%
DGAM
752
Desjardins Global Asset Management
Quebec, Canada
$374K +$249K +5,568 +213%
ALAM
753
Asahi Life Asset Management
Japan
$373K +$365K +8,160 New
SVWAG
754
Sound View Wealth Advisors Group
Georgia
$373K -$39.7K -886 -10%
ONB
755
Old National Bancorp
Indiana
$372K -$12.3K -275 -3%
AWA
756
Arkadios Wealth Advisors
Georgia
$371K +$362K +8,099 New
RT
757
Rockland Trust
Massachusetts
$370K +$30.2K +675 +9%
MIM
758
Marco Investment Management
Georgia
$370K -$4.48K -100 -1%
B
759
Bailard
California
$369K +$10.4K +233 +3%
MGIA
760
Moneta Group Investment Advisors
Missouri
$368K +$53.1K +1,187 +17%
AIA
761
Angeles Investment Advisors
California
$367K +$25.5K +570 +8%
LCM
762
Logan Capital Management
Pennsylvania
$366K – – –
BAM
763
Belpointe Asset Management
Nevada
$366K +$65.1K +1,454 +22%
FAG
764
Financial Advisory Group
Texas
$366K -$42.2K -942 -11%
FTC
765
Farmers Trust Company
Ohio
$365K -$2.24K -50 -0.6%
SWS
766
SYSTM Wealth Solutions
Illinois
$362K -$209K -4,673 -37%
DI
767
DFPG Investments
Utah
$362K +$355K +7,921 New
SSB
768
Sandy Spring Bank
Maryland
$362K -$274K -6,113 -44%
CCT
769
Chemung Canal Trust
New York
$360K -$44.2K -988 -11%
EWA
770
EP Wealth Advisors
California
$357K +$67K +1,498 +19%
BF
771
BOK Financial
Oklahoma
$357K -$494K -11,036 -59%
KLCM
772
KG&L Capital Management
Louisiana
$356K +$17.9K +400 +5%
DWA
773
Douglass Winthrop Advisors
New York
$356K -$10.7K -240 -3%
PFGIA
774
Patriot Financial Group Insurance Agency
Massachusetts
$355K -$48.9K -1,093 -12%
ADL
775
Asset Dedication LLC
California
$350K +$66.4K +1,484 +24%
29 30
31
32 33