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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
876
Fox Run Management
Connecticut
$279K +$257K +5,751 New
FFA
877
First Foundation Advisors
California
$278K +$42.7K +955 +20%
APP
878
Avantax Planning Partners
Iowa
$277K – – –
TNB
879
Thomasville National Bank
Georgia
$275K +$253K +5,657 New
SW
880
SlateStone Wealth
Florida
$273K – – –
DLA
881
Douglas Lane & Associates
New York
$273K +$492 +11 +0.2%
MF
882
Montis Financial
Massachusetts
$272K – – –
KOMWMG
883
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$272K +$1.79K +40 +0.7%
AWM
884
Aevitas Wealth Management
Massachusetts
$272K +$12.1K +270 +5%
JF
885
Jump Financial
Illinois
$271K -$80.8K -1,809 -24%
FFBTD
886
First Financial Bank - Trust Division
Ohio
$271K -$24.8K -554 -9%
EP
887
Eudaimonia Partners
Tennessee
$270K -$493K -11,028 -67%
ABC
888
Associated Banc-Corp
Wisconsin
$270K +$248K +5,553 New
PG
889
Proffitt & Goodson
Tennessee
$268K -$5.41K -121 -2%
FFA
890
Founders Financial Alliance
North Carolina
$267K -$6.35K -142 -3%
FMLI
891
Fukoku Mutual Life Insurance
Japan
$267K – – –
OIA
892
Optimum Investment Advisors
Illinois
$266K -$29.9K -670 -11%
DBT
893
Dubuque Bank & Trust
Iowa
$266K +$134 +3 +0.1%
PGCM
894
Prescott Group Capital Management
Oklahoma
$262K – – –
BBI
895
Baxter Bros Inc
Connecticut
$261K -$19K -425 -7%
FCB
896
First Command Bank
Texas
$261K – – –
FCFS
897
First Command Financial Services
Texas
$261K – – –
BCA
898
Berman Capital Advisors
Georgia
$260K +$135K +3,010 +127%
AIM
899
Avity Investment Management
Connecticut
$259K -$15.9K -355 -6%
CA
900
Claro Advisors
Massachusetts
$259K -$2.01K -45 -0.8%
34 35
36
37 38