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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
801
NorthRock Partners
Minnesota
$333K +$43.2K +965 +15%
FHA
802
First Horizon Advisors
Tennessee
$333K -$269 -6 -0.1%
DWP
803
Daymark Wealth Partners
Ohio
$332K +$4.21K +94 +1%
EFSCE
804
Enterprise Financial Services Corp (EFSC)
Missouri
$331K +$269 +6 +0.1%
BL
805
Balentine LLC
Georgia
$331K +$50.6K +1,130 +18%
TH
806
TCTC Holdings
Texas
$330K – – –
BEAM
807
Baker Ellis Asset Management
Washington
$328K -$24.6K -550 -7%
WEG
808
World Equity Group
Illinois
$328K +$771K +17,230 +259%
GCP
809
GSA Capital Partners
United Kingdom
$327K +$320K +7,151 New
TCPWM
810
Traverso Chambers Private Wealth Management
California
$326K – – –
LBC
811
Lowe Brockenbrough & Co
Virginia
$326K +$85.9K +1,919 +37%
FMLI
812
Fukoku Mutual Life Insurance
Japan
$325K -$73.4K -1,639 -19%
SFI
813
Siemens Fonds Invest
Germany
$324K -$7.03K -157 -2%
SFG
814
Sovereign Financial Group
Connecticut
$323K – – –
BIA
815
Bell Investment Advisors
California
$318K -$1.7K -38 -0.5%
WSCM
816
Wellington Shields Capital Management
New York
$317K +$58.2K +1,300 +23%
AA
817
Ancora Advisors
Ohio
$313K +$45 +1 +0%
IIM
818
InTrack Investment Management
Vermont
$313K +$67.1K +1,500 +26%
FNB
819
Farmers National Bank
Kentucky
$313K +$2.33K +52 +0.8%
BW
820
Basepoint Wealth
Iowa
$312K +$1.25K +28 +0.4%
AF
821
Allworth Financial
California
$309K +$6.09K +136 +2%
VSQM
822
V-Square Quantitative Management
Illinois
$308K +$301K +6,726 New
AIM
823
Athena Investment Management
California
$307K – – –
BAM
824
Berkshire Asset Management
Pennsylvania
$307K +$300K +6,704 New
BP
825
Ballentine Partners
Massachusetts
$306K -$2.82K -63 -0.9%
31 32
33
34 35