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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
851
Center For Asset Management
Florida
$253K – – –
GSIAS
852
Garden State Investment Advisory Services
New Jersey
$253K +$249K +6,141 New
BL
853
Balentine LLC
Georgia
$252K +$4.46K +110 +2%
ADL
854
Asset Dedication LLC
California
$250K +$365 +9 +0.1%
LB
855
Legacy Bridge
Iowa
$250K – – –
KA
856
Kovack Advisors
Florida
$248K -$18.9K -466 -7%
CA
857
Cambridge Advisors
Nebraska
$248K – – –
SLT
858
St Louis Trust
Missouri
$248K -$107K -2,635 -31%
BL
859
Bleichroeder LP
New York
$248K – – –
SFM
860
Systematic Financial Management
New Jersey
$248K – – –
GPI
861
General Partner Inc
Pennsylvania
$248K +$243K +6,000 New
HCM
862
Howland Capital Management
Massachusetts
$247K +$1.01K +25 +0.4%
GJIA
863
Glass Jacobson Investment Advisors
Maryland
$246K +$242K +5,975 New
AIM
864
Anchor Investment Management
South Carolina
$246K – – –
CWP
865
Core Wealth Partners
California
$245K +$233K +5,731 New
ESB
866
Essex Savings Bank
Connecticut
$244K -$12.2K -300 -5%
CAM
867
Covenant Asset Management
New Jersey
$243K – – –
FCBT
868
First Citizens Bank & Trust
North Carolina
$243K -$2.84K -70 -1%
NB
869
Northwest Bancshares
Pennsylvania
$243K +$2.64K +65 +1%
CWM
870
Calamos Wealth Management
Illinois
$243K – – –
DBIA
871
Dumont & Blake Investment Advisors
New Jersey
$242K +$609 +15 +0.3%
O
872
Ossiam
France
$241K – – –
CI
873
Conning Inc
Connecticut
$241K -$1.05K -26 -0.4%
AF
874
Arrow Financial
New York
$240K -$2.64K -65 -1%
IIM
875
InTrack Investment Management
Vermont
$240K -$6.61K -163 -3%
33 34
35
36 37