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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
751
Beck Mack & Oliver
New York
$525K – – –
PCM
752
Penserra Capital Management
California
$523K -$207K -3,691 -29%
LHC
753
Little House Capital
Massachusetts
$520K -$121K -2,150 -19%
CCA
754
Checchi Capital Advisers
California
$517K +$11.1K +197 +2%
CCB
755
Country Club Bank
Missouri
$516K – – –
BFS
756
Bard Financial Services
Connecticut
$515K – – –
AF
757
Allworth Financial
California
$513K +$136K +2,417 +38%
CI
758
Cigna Investments
Connecticut
$511K -$4.33K -77 -0.9%
1SB
759
1ST Source Bank
Indiana
$509K – – –
SP
760
Systematic Portfolios
New York
$504K +$488K +8,677 New
TAM
761
Tucker Asset Management
Colorado
$504K -$5.96K -106 -1%
WANY
762
Wealthspire Advisors (New York)
New York
$503K -$26.5K -471 -5%
SACTSONJ
763
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$500K – – –
DMC
764
Drexel Morgan & Co
Pennsylvania
$499K – – –
ABP
765
Arthur B. Page
$496K +$480K +8,535 New
BW
766
Basepoint Wealth
Iowa
$495K +$132K +2,355 +38%
RP
767
Riverwater Partners
Wisconsin
$495K -$15.2K -270 -3%
NAS
768
Nicolet Advisory Services
Wisconsin
$493K -$45.8K -815 -9%
AIA
769
Angeles Investment Advisors
California
$492K +$13.3K +237 +3%
SVWAG
770
Sound View Wealth Advisors Group
Georgia
$491K -$32.8K -583 -6%
TPCW
771
TD Private Client Wealth
New York
$490K -$11.7K -209 -2%
CI
772
CX Institutional
Indiana
$487K +$1.18K +21 +0.3%
SWM
773
Shakespeare Wealth Management
Wisconsin
$482K – – –
PCM
774
Pointe Capital Management
Michigan
$478K – – –
RMC
775
Resources Management Corp
Connecticut
$478K – – –
29 30
31
32 33