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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
801
Ballentine Partners
Massachusetts
$349K +$14.6K +332 +5%
FCP
802
Fidelis Capital Partners
Florida
$348K -$1.54K -35 -0.5%
CWM
803
Cornerstone Wealth Management
Missouri
$344K -$66.5K -1,512 -18%
WSCM
804
Wellington Shields Capital Management
New York
$344K – – –
MA
805
Mutual Advisors
Nebraska
$344K +$80.2K +1,822 +36%
BIA
806
Bell Investment Advisors
California
$343K -$3.08K -70 -1%
FNB
807
Farmers National Bank
Kentucky
$340K – – –
GW
808
GW & Wade
Massachusetts
$340K -$25.4K -577 -8%
TA
809
TFG Advisers
Michigan
$340K +$18.5K +420 +7%
CPA
810
Court Place Advisors
Maryland
$339K -$25.8K -587 -8%
ECM
811
Evergreen Capital Management
Washington
$339K +$50.7K +1,152 +20%
APP
812
Avantax Planning Partners
Iowa
$339K +$8.98K +204 +3%
WIC
813
Woodmont Investment Counsel
Tennessee
$336K +$3.52K +80 +1%
AC
814
AlphaCore Capital
California
$335K +$296K +6,730 New
AIM
815
Athena Investment Management
California
$334K – – –
LRPA
816
L. Roy Papp & Associates
Arizona
$334K -$80.7K -1,835 -21%
AA
817
Ancora Advisors
Ohio
$332K -$7.57K -172 -3%
ACA
818
Aptus Capital Advisors
Alabama
$331K -$43K -978 -13%
ACM
819
Argent Capital Management
Missouri
$331K – – –
SSB
820
Sandy Spring Bank
Maryland
$331K -$55.7K -1,266 -16%
BL
821
Balentine LLC
Georgia
$327K -$29.5K -671 -9%
BW
822
Basepoint Wealth
Iowa
$324K -$13.2K -300 -4%
AIA
823
Affinity Investment Advisors
California
$324K +$287K +6,520 New
BAM
824
Berkshire Asset Management
Pennsylvania
$321K -$10.7K -243 -4%
SNB
825
Security National Bank
Nebraska
$321K – – –
31 32
33
34 35