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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
801
Gotham Asset Management
New York
$564K +$289K +3,833 +87%
PVI
802
Pine Valley Investments
New Jersey
$563K +$227K +3,003 +57%
SPC
803
Spirepoint Private Client
Florida
$563K +$35.1K +465 +6%
RP
804
Riverwater Partners
Wisconsin
$562K +$528 +7 +0.1%
PCM
805
Pointe Capital Management
Michigan
$561K – – –
CC
806
Courier Capital
New York
$560K -$62.2K -824 -9%
PG
807
Proffitt & Goodson
Tennessee
$556K +$10.9K +144 +2%
AIP
808
Ameritas Investment Partners
Nebraska
$555K -$28.2K -374 -4%
BFS
809
Bard Financial Services
Connecticut
$554K – – –
CG
810
CFO4Life Group
Texas
$554K -$27.2K -360 -4%
FCP
811
Fidelis Capital Partners
Florida
$551K +$19K +252 +3%
EWA
812
Exencial Wealth Advisors
Oklahoma
$547K -$754 -10 -0.1%
ACM
813
Advisors Capital Management
New Jersey
$544K +$71.4K +947 +13%
AG
814
AlTi Global
New York
$544K +$91.9K +1,219 +18%
BJL
815
Brighton Jones LLC
Washington
$543K +$140K +1,850 +30%
ONB
816
Old National Bancorp
Indiana
$541K +$17K +225 +3%
RT
817
Rockland Trust
Massachusetts
$540K – – –
WT
818
Washington Trust
Rhode Island
$540K +$3.39K +45 +0.6%
FFM
819
Fullerton Fund Management
Singapore
$539K -$132K -1,747 -18%
ILI
820
Invesco LLC (Illinois)
Illinois
$539K – – –
TSWM
821
Triangle Securities Wealth Management
North Carolina
$539K – – –
BF
822
BOK Financial
Oklahoma
$539K +$37.1K +492 +6%
MWM
823
Mission Wealth Management
California
$537K -$50.4K -668 -8%
FHA
824
First Horizon Advisors
Tennessee
$535K -$25.9K -343 -4%
TA
825
TFG Advisers
Michigan
$529K +$20.5K +272 +4%
31 32
33
34 35