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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
826
Erste Asset Management
Austria
$464K -$589K -8,668 -53%
FNFDCM
827
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$462K -$18.8K -277 -3%
SPI
828
Strategic Planning Inc
Ohio
$456K +$1.77K +26 +0.3%
DWT
829
Dorsey & Whitney Trust
South Dakota
$456K -$9.38K -138 -2%
CC
830
Courier Capital
New York
$456K -$3.4K -50 -0.7%
AP
831
Atwood & Palmer
Missouri
$454K – – –
BFS
832
Bard Financial Services
Connecticut
$444K – – –
FFA
833
Fortune Financial Advisors
Kansas
$444K -$8.9K -131 -2%
PSB
834
Piscataqua Savings Bank
New Hampshire
$440K -$5.5K -81 -1%
SCM
835
Shelton Capital Management
Colorado
$440K -$5.97M -87,911 -92%
CPCM
836
Cardinal Point Capital Management
Ontario, Canada
$439K +$54.3K +800 +12%
LWCFA
837
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$437K -$29.1K -428 -5%
MBT
838
Montecito Bank & Trust
California
$437K +$497K +7,322 New
AIP
839
Ameritas Investment Partners
Nebraska
$435K -$15.8K -233 -3%
FIM
840
Fruth Investment Management
Texas
$434K – – –
P
841
Pitcairn
Pennsylvania
$434K -$242K -3,559 -33%
GVAG
842
Great Valley Advisor Group
Delaware
$433K +$6.59K +97 +1%
LA
843
LVW Advisors
New York
$429K +$1.43K +21 +0.3%
DJSG
844
D.J. St. Germain
Massachusetts
$428K -$4.55K -67 -0.9%
PI
845
PFG Investments
New York
$428K +$24.2K +356 +5%
EWA
846
Exencial Wealth Advisors
Oklahoma
$427K -$17.2K -253 -3%
FIA
847
Foundations Investment Advisors
Arizona
$426K -$5.16K -76 -1%
ONB
848
Old National Bancorp
Indiana
$425K +$33.8K +497 +8%
SAI
849
Savvy Advisors Inc
New York
$424K +$168K +2,471 +53%
IIM
850
Intact Investment Management
Quebec, Canada
$424K +$482K +7,100 New
32 33
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