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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
826
Cigna Investments
Connecticut
$420K -$7.75K -131 -2%
FPL
827
Fortress Private Ledger
North Carolina
$419K +$55.1K +931 +14%
PFS
828
Prospera Financial Services
Texas
$418K -$71.1K -1,201 -14%
RB
829
Rodgers Brothers
Pennsylvania
$417K +$118 +2 +0%
IAIM
830
International Assets Investment Management
Florida
$417K -$85.9K -1,451 -17%
JAFL
831
Jay A. Fishman Ltd
Michigan
$417K -$29.6K -500 -6%
PA
832
Profund Advisors
Maryland
$416K +$14.2K +240 +3%
AFG
833
Atomi Financial Group
New York
$416K +$114K +1,929 +35%
PSB
834
Piscataqua Savings Bank
New Hampshire
$415K – – –
MBT
835
Montecito Bank & Trust
California
$412K – – –
FFA
836
Fortune Financial Advisors
Kansas
$412K +$355 +6 +0.1%
EWA
837
Exencial Wealth Advisors
Oklahoma
$410K +$12.6K +213 +3%
AA
838
Advisory Alpha
Michigan
$410K +$73.4K +1,240 +21%
FIM
839
Fruth Investment Management
Texas
$409K – – –
AIP
840
Ameritas Investment Partners
Nebraska
$408K +$9.59K +162 +2%
PI
841
PFG Investments
New York
$408K +$11.7K +198 +3%
JC
842
JM2 Capital
Oklahoma
$403K – – –
MNBTD
843
Moody National Bank Trust Division
Texas
$402K +$6.16K +104 +1%
TM
844
Taproot Management
New York
$401K +$421K +7,116 New
IAAG
845
Innovative Asset Advisors Group
Connecticut
$401K +$421K +7,113 New
IIM
846
Intact Investment Management
Quebec, Canada
$400K -$82.9K -1,400 -16%
IMT
847
Investment Management Trust
Massachusetts
$395K +$415K +7,018 New
SPC
848
Spirepoint Private Client
Florida
$395K +$19.5K +330 +5%
FSA
849
Franklin Street Advisors
North Carolina
$392K -$5.56K -94 -1%
BFO
850
Boston Family Office
Massachusetts
$390K +$2.96K +50 +0.7%
32 33
34
35 36