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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
826
Dumont & Blake Investment Advisors
New Jersey
$237K -$1.65K -42 -0.6%
ESB
827
Essex Savings Bank
Connecticut
$237K – – –
DJSG
828
D.J. St. Germain
Massachusetts
$236K -$39.1K -996 -13%
PI
829
PineBridge Investments
New York
$236K -$22.6K -576 -8%
FFA
830
First Foundation Advisors
California
$235K -$11.5K -294 -4%
DPIM
831
Duff & Phelps Investment Management
Illinois
$235K – – –
SVWAG
832
Sound View Wealth Advisors Group
Georgia
$234K -$14.4K -366 -5%
AF
833
Allworth Financial
California
$234K +$14.7K +375 +6%
WEG
834
World Equity Group
Illinois
$234K -$903 -23 -0.3%
MA
835
Mutual Advisors
Nebraska
$232K -$69.6K -1,774 -21%
FA
836
FDx Advisors
Illinois
$232K +$256K +6,512 New
JMFC
837
J.M. Forbes & Co
Massachusetts
$231K -$2.43K -62 -0.9%
CT
838
Chicago Trust
Illinois
$231K +$9.81K +250 +4%
SNB
839
Security National Bank
Nebraska
$230K – – –
CI
840
Conning Inc
Connecticut
$229K -$903 -23 -0.4%
LCM
841
LCM Capital Management
Illinois
$228K -$942 -24 -0.4%
LI
842
LMCG Investments
Massachusetts
$228K -$432 -11 -0.2%
SCM
843
Schnieders Capital Management
California
$227K -$60.1K -1,530 -19%
IFAM
844
Institutional & Family Asset Management
Colorado
$227K -$667 -17 -0.3%
PWPS
845
Pinnacle Wealth Planning Services
Ohio
$227K +$35.1K +895 +16%
HCM
846
Howland Capital Management
Massachusetts
$225K – – –
MMPW
847
Mitchell McLeod Pugh & Williams
Alabama
$225K – – –
ADL
848
Asset Dedication LLC
California
$224K -$4.83K -123 -2%
RCA
849
Resonant Capital Advisors
Wisconsin
$224K -$785 -20 -0.3%
WIC
850
Woodmont Investment Counsel
Tennessee
$224K – – –
32 33
34
35 36