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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
901
Apella Capital
Connecticut
$357K +$376K +6,762 New
HTC
902
Haverford Trust Company
Pennsylvania
$357K +$612 +11 +0.2%
NAM
903
NTV Asset Management
West Virginia
$354K -$56 -1 -0%
FNB
904
Farmers National Bank
Kentucky
$354K – – –
SPC
905
Spirepoint Private Client
Florida
$353K -$3M -54,012 -89%
AIM
906
Athena Investment Management
California
$352K – – –
ACM
907
Argent Capital Management
Missouri
$352K – – –
ILI
908
Invesco LLC (Illinois)
Illinois
$352K – – –
WSCM
909
Wellington Shields Capital Management
New York
$351K – – –
AP
910
Americana Partners
Texas
$351K -$56 -1 -0%
MFS
911
Mirabella Financial Services
United Kingdom
$350K +$368K +6,615 New
RDWM
912
Red Door Wealth Management
Tennessee
$349K +$167 +3 +0%
GPI
913
General Partner Inc
Pennsylvania
$348K – – –
SAA
914
Southeast Asset Advisors
Georgia
$347K – – –
MWM
915
Meridian Wealth Management
Kentucky
$346K -$70.4K -1,266 -16%
FTC
916
Farmers Trust Company
Ohio
$345K -$10.5K -188 -3%
FFS
917
Founders Financial Securities
Maryland
$345K +$22.4K +402 +7%
FPL
918
Fortress Private Ledger
North Carolina
$344K +$362K +6,514 New
HIP
919
HUB Investment Partners
Texas
$344K -$500 -9 -0.1%
TSWM
920
Triangle Securities Wealth Management
North Carolina
$344K +$6.39K +115 +2%
FCMC
921
Founders Capital Management (Connecticut)
Connecticut
$344K +$80.9K +1,455 +29%
TH
922
TCTC Holdings
Texas
$343K – – –
EPW
923
Evolve Private Wealth
California
$338K +$356K +6,406 New
BW
924
Basepoint Wealth
Iowa
$338K -$11.5K -207 -3%
MT
925
Midwest Trust
Kansas
$337K +$11.2K +202 +3%
35 36
37
38 39