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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
851
Catalyst Funds Management
Australia
$535K +$116K +1,780 +32%
PSB
852
Piscataqua Savings Bank
New Hampshire
$535K -$5.56K -85 -1%
SCM
853
Shelton Capital Management
Colorado
$534K -$19K -291 -4%
RT
854
Rockland Trust
Massachusetts
$534K -$16.1K -246 -3%
CI
855
Cigna Investments
Connecticut
$534K -$11.6K -177 -2%
FIM
856
Fruth Investment Management
Texas
$530K -$3.27K -50 -0.7%
RB
857
Rodgers Brothers
Pennsylvania
$525K -$16.1K -247 -3%
MBT
858
Montecito Bank & Trust
California
$522K -$13.4K -205 -3%
FAM
859
Fulcrum Asset Management
United Kingdom
$521K +$463K +7,089 New
IMT
860
Investment Management Trust
Massachusetts
$517K +$1.76K +27 +0.4%
EWA
861
EverSource Wealth Advisors
Alabama
$516K -$94.1K -1,439 -17%
CIM
862
Cambria Investment Management
California
$514K +$458K +7,004 New
MA
863
MJP Associates
Connecticut
$513K -$98.9K -1,513 -18%
MWM
864
Meridian Wealth Management
Kentucky
$512K +$29K +443 +7%
PCIG
865
Partners Capital Investment Group
Massachusetts
$512K +$456K +6,983 New
JC
866
JM2 Capital
Oklahoma
$512K -$12K -184 -3%
SEIA
867
Signature Estate & Investment Advisors
California
$512K +$30.1K +461 +7%
DRD
868
Dennis R. Delaney
$512K -$1.51M -23,080 -77%
HWM
869
Hohimer Wealth Management
Washington
$508K – – –
AIP
870
Ameritas Investment Partners
Nebraska
$507K -$21.8K -334 -5%
MCM
871
Mengis Capital Management
Oregon
$506K – – –
LWCFA
872
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$505K -$50.3K -770 -10%
PWMAG
873
Pinnacle Wealth Management Advisory Group
New Jersey
$503K +$25.6K +392 +6%
SPC
874
Spirepoint Private Client
Florida
$502K -$10.7K -164 -2%
TSWM
875
Triangle Securities Wealth Management
North Carolina
$499K +$31.7K +485 +8%
33 34
35
36 37