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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
776
Bank of the West
California
$270K – – –
RIM
777
Regent Investment Management
Kentucky
$270K – – –
MA
778
Mutual Advisors
Nebraska
$270K +$43K +1,093 +17%
HT
779
Heritage Trust
Oklahoma
$269K -$21.5K -546 -7%
FIM
780
Fruth Investment Management
Texas
$266K – – –
FHA
781
First Horizon Advisors
Tennessee
$265K +$5.83K +148 +2%
PA
782
Profund Advisors
Maryland
$264K -$1.02K -26 -0.3%
KLCM
783
KG&L Capital Management
Louisiana
$263K – – –
SS
784
Simplicity Solutions
Minnesota
$263K +$15.6K +396 +6%
AIM
785
Avity Investment Management
Connecticut
$262K -$9.85K -250 -3%
BC
786
Burleson & Co
California
$262K -$315 -8 -0.1%
SW
787
SlateStone Wealth
Florida
$262K – – –
AP
788
Atwood & Palmer
Missouri
$261K – – –
PG
789
Proffitt & Goodson
Tennessee
$261K +$20.6K +523 +8%
CG
790
Cutler Group
California
$260K +$229K +5,808 +384%
SFA
791
Sequoia Financial Advisors
Ohio
$259K -$26.8K -681 -9%
FFM
792
Forum Financial Management
Illinois
$259K – – –
EFSCE
793
Enterprise Financial Services Corp (EFSC)
Missouri
$258K -$86.4K -2,194 -23%
SW
794
SteelPeak Wealth
California
$258K -$79 -2 -0%
TH
795
TCTC Holdings
Texas
$257K -$276 -7 -0.1%
LBC
796
Lowe Brockenbrough & Co
Virginia
$256K -$1.97K -50 -0.7%
TCPWM
797
Traverso Chambers Private Wealth Management
California
$254K – – –
DC
798
Diametric Capital
Massachusetts
$254K +$282K +7,153 New
SFG
799
Sovereign Financial Group
Connecticut
$252K -$3.23K -82 -1%
SWM
800
SeaCrest Wealth Management
New York
$251K -$3.7K -94 -1%
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