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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
901
IEQ Capital
California
$358K -$6.5K -117 -2%
AC
902
Apella Capital
Connecticut
$357K +$376K +6,762 New
HTC
903
Haverford Trust Company
Pennsylvania
$357K +$612 +11 +0.2%
NAM
904
NTV Asset Management
West Virginia
$354K -$56 -1 -0%
FNB
905
Farmers National Bank
Kentucky
$354K – – –
SPC
906
Spirepoint Private Client
Florida
$353K -$3M -54,012 -89%
AIM
907
Athena Investment Management
California
$352K – – –
ACM
908
Argent Capital Management
Missouri
$352K – – –
ILI
909
Invesco LLC (Illinois)
Illinois
$352K – – –
WSCM
910
Wellington Shields Capital Management
New York
$351K – – –
AP
911
Americana Partners
Texas
$351K -$56 -1 -0%
MFS
912
Mirabella Financial Services
United Kingdom
$350K +$368K +6,615 New
RDWM
913
Red Door Wealth Management
Tennessee
$349K +$167 +3 +0%
GPI
914
General Partner Inc
Pennsylvania
$348K – – –
SAA
915
Southeast Asset Advisors
Georgia
$347K – – –
MWM
916
Meridian Wealth Management
Kentucky
$346K -$70.4K -1,266 -16%
FTC
917
Farmers Trust Company
Ohio
$345K -$10.5K -188 -3%
FFS
918
Founders Financial Securities
Maryland
$345K +$22.4K +402 +7%
FPL
919
Fortress Private Ledger
North Carolina
$344K +$362K +6,514 New
HIP
920
HUB Investment Partners
Texas
$344K -$500 -9 -0.1%
TSWM
921
Triangle Securities Wealth Management
North Carolina
$344K +$6.39K +115 +2%
FCMC
922
Founders Capital Management (Connecticut)
Connecticut
$344K +$80.9K +1,455 +29%
TH
923
TCTC Holdings
Texas
$343K – – –
EPW
924
Evolve Private Wealth
California
$338K +$356K +6,406 New
BW
925
Basepoint Wealth
Iowa
$338K -$11.5K -207 -3%
35 36
37
38 39