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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
751
GeoWealth Management
Illinois
$756K +$90K +1,326 +15%
PWAM
752
Private Wealth Asset Management
Iowa
$752K -$3.6K -53 -0.5%
SOS
753
Silver Oak Securities
Tennessee
$751K +$136 +2 +0%
GL
754
Graypoint LLC
New York
$750K -$41.9K -618 -6%
IIM
755
INTECH Investment Management
Florida
$747K -$19.5K -287 -3%
RMC
756
Resources Management Corp
Connecticut
$747K – – –
CAM
757
Cidel Asset Management
Ontario, Canada
$747K -$119K -1,761 -15%
BTW
758
Boston Trust Walden
Massachusetts
$746K – – –
BSA
759
Bull Street Advisors
Georgia
$745K – – –
FC
760
Forte Capital
New York
$740K -$1.63K -24 -0.2%
AWA
761
Arkadios Wealth Advisors
Georgia
$736K +$60K +884 +10%
PA
762
Profund Advisors
Maryland
$736K +$110K +1,626 +19%
FWTB
763
First Western Trust Bank
Colorado
$733K – – –
BB
764
Busey Bank
Illinois
$733K -$53.5K -788 -7%
GFA
765
Gifford Fong Associates
California
$732K – – –
GC
766
Guggenheim Capital
Illinois
$725K +$38.1K +561 +6%
LWANC
767
Laurel Wealth Advisors (North Carolina)
North Carolina
$722K +$6.45K +95 +1%
NW
768
NewEdge Wealth
Pennsylvania
$721K +$355K +5,236 +93%
RWM
769
Rialto Wealth Management
New York
$715K -$4.34K -64 -0.7%
BJL
770
Brighton Jones LLC
Washington
$712K +$29K +427 +5%
BMO
771
Beck Mack & Oliver
New York
$712K +$23.7K +350 +4%
KIA
772
KCM Investment Advisors
California
$710K +$1.43K +21 +0.2%
COI
773
Connable Office Inc
Michigan
$709K +$657K +9,687 New
FCBT
774
First Citizens Bank & Trust
North Carolina
$702K -$69.3K -1,021 -10%
RP
775
Riverwater Partners
Wisconsin
$700K -$950 -14 -0.1%
29 30
31
32 33