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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
751
Courier Capital
New York
$726K -$13.9K -200 -2%
AFWM
752
AMJ Financial Wealth Management
Virginia
$726K +$271K +3,889 +76%
BMO
753
Beck Mack & Oliver
New York
$720K -$5.15K -74 -0.8%
IMRF
754
Illinois Municipal Retirement Fund
Illinois
$719K -$1.85M -26,566 -75%
MA
755
MJP Associates
Connecticut
$718K +$102K +1,464 +20%
HSA
756
HBK Sorce Advisory
Pennsylvania
$712K -$70 -1 -0%
WA
757
Waverly Advisors
Alabama
$709K -$102K -1,459 -14%
BW
758
Basepoint Wealth
Iowa
$708K +$34.3K +493 +6%
PCM
759
Penserra Capital Management
California
$708K -$5.08K -73 -0.8%
GWMR
760
GC Wealth Management RIA
Massachusetts
$707K -$905 -13 -0.1%
1SB
761
1ST Source Bank
Indiana
$705K -$766 -11 -0.1%
WPW
762
Waldron Private Wealth
Pennsylvania
$698K +$59.5K +855 +11%
KTA
763
Keeley-Teton Advisors
Illinois
$698K +$604K +8,675 New
CI
764
Cigna Investments
Connecticut
$694K -$6.62K -95 -1%
NAS
765
Nicolet Advisory Services
Wisconsin
$693K +$5.22K +75 +0.9%
SACTSONJ
766
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$692K – – –
TPCW
767
TD Private Client Wealth
New York
$692K -$7.73K -111 -1%
DMC
768
Drexel Morgan & Co
Pennsylvania
$690K – – –
IIM
769
InTrack Investment Management
Vermont
$690K +$318K +4,565 +114%
MWM
770
Mission Wealth Management
California
$688K +$4.18K +60 +0.7%
AIP
771
Ameritas Investment Partners
Nebraska
$684K -$21.9K -314 -4%
AAS
772
Ameritas Advisory Services
Nebraska
$683K +$354K +5,085 +150%
FRA
773
Frank Rimerman Advisors
California
$683K -$364K -5,222 -38%
CG
774
CFO4Life Group
Texas
$682K +$5.29K +76 +0.9%
CCB
775
Country Club Bank
Missouri
$681K – – –
29 30
31
32 33