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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
776
Alterity Financial Group
Maine
$456K +$454K +8,405 New
BCI
777
Brinker Capital Investments
Pennsylvania
$456K +$454K +8,413 New
FHA
778
First Horizon Advisors
Tennessee
$455K -$3.78K -70 -0.8%
CA
779
Clearstead Advisors
Ohio
$453K -$31.4K -582 -7%
BEAM
780
Baker Ellis Asset Management
Washington
$453K – – –
BAM
781
Blueshift Asset Management
New Jersey
$450K -$3.51M -65,040 -89%
CCM
782
Covington Capital Management
California
$449K -$27K -500 -6%
SWM
783
Shakespeare Wealth Management
Wisconsin
$449K – – –
EAM
784
Eagle Asset Management
Florida
$449K +$19.2K +355 +4%
FNT
785
First National Trust
Pennsylvania
$447K -$72.8K -1,348 -14%
S
786
SignatureFD
Georgia
$447K +$23.6K +437 +6%
MAM
787
Meeder Asset Management
Ohio
$445K -$166K -3,068 -27%
SIM
788
Sentry Investment Management
Wisconsin
$443K +$46.3K +858 +12%
FTC
789
Farmers Trust Company
Ohio
$441K -$13.5K -250 -3%
DWT
790
Dorsey & Whitney Trust
South Dakota
$440K -$9.28K -172 -2%
IFWM
791
Institute for Wealth Management
Colorado
$438K -$2.05K -38 -0.5%
SW
792
SlateStone Wealth
Florida
$438K +$113K +2,090 +35%
EI
793
Ellevest Inc
New York
$436K +$18.8K +349 +5%
WTB
794
Washington Trust Bank
Washington
$436K +$40.3K +746 +10%
PSB
795
Piscataqua Savings Bank
New Hampshire
$434K -$4.8K -89 -1%
DJSG
796
D.J. St. Germain
Massachusetts
$432K -$49.5K -917 -10%
CG
797
CFO4Life Group
Texas
$431K +$170K +3,158 +66%
HT
798
Heritage Trust
Oklahoma
$429K +$6.85K +127 +2%
BA
799
Bennicas & Associates
California
$428K – – –
HI
800
Horizon Investments
North Carolina
$427K -$475K -8,809 -53%
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