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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$445K +$4.72K +84 +1%
NAM
802
NTV Asset Management
West Virginia
$444K +$18.2K +324 +4%
FWTB
803
First Western Trust Bank
Colorado
$444K -$4.21K -75 -1%
HI
804
Harbour Investments
Wisconsin
$443K +$55.5K +988 +15%
PFSC
805
Peoples Financial Services Corp
Pennsylvania
$442K – – –
FAG
806
Financial Advisory Group
Texas
$440K – – –
PS
807
Principal Securities
Iowa
$437K +$45.2K +805 +12%
PG
808
Proffitt & Goodson
Tennessee
$436K +$2.36K +42 +0.6%
TA
809
TFG Advisers
Michigan
$436K +$29.3K +521 +7%
OFS
810
OneAscent Financial Services
Alabama
$435K +$421K +7,489 New
FTC
811
Farmers Trust Company
Ohio
$434K – – –
PSB
812
Piscataqua Savings Bank
New Hampshire
$433K -$2.64K -47 -0.6%
FIM
813
Fruth Investment Management
Texas
$429K – – –
SP
814
Symmetry Partners
Connecticut
$428K – – –
LA
815
LVW Advisors
New York
$428K +$39K +694 +10%
ALAM
816
Asahi Life Asset Management
Japan
$427K +$413K +7,350 New
CBFP
817
Cedar Brook Financial Partners
Ohio
$427K +$955 +17 +0.2%
ACA
818
Aptus Capital Advisors
Alabama
$423K +$48.3K +860 +13%
ACIM
819
Azimuth Capital Investment Management
Michigan
$421K -$7.3K -130 -2%
AC
820
AlphaCore Capital
California
$421K +$28.7K +511 +8%
MG
821
Mather Group
Illinois
$419K -$21K -373 -5%
SC
822
SouthState Corp
Florida
$417K -$15.8K -281 -4%
PFGIA
823
Patriot Financial Group Insurance Agency
Massachusetts
$413K -$1.46K -26 -0.4%
LBC
824
Lowe Brockenbrough & Co
Virginia
$413K +$112K +2,000 +39%
MIM
825
Marco Investment Management
Georgia
$412K -$12.3K -219 -3%
31 32
33
34 35