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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
926
Philadelphia Trust Company
Pennsylvania
$314K -$29K -516 -9%
WA
927
Waverly Advisors
Alabama
$314K +$89.5K +1,593 +42%
MA
928
Mutual Advisors
Nebraska
$313K +$5.22K +93 +2%
PAI
929
Pittenger & Anderson Inc
Nebraska
$313K -$56.2K -1,000 -16%
TPWM
930
Twelve Points Wealth Management
Massachusetts
$313K – – –
OAM
931
Ostrum Asset Management
France
$313K – – –
LI
932
LMCG Investments
Massachusetts
$312K -$22.6K -403 -7%
CGL
933
Clarius Group LLC
Washington
$311K -$43.5K -775 -13%
NB
934
Northwest Bancshares
Pennsylvania
$311K – – –
BMCM
935
Bryn Mawr Capital Management
Pennsylvania
$310K -$53.8K -958 -15%
ECM
936
Evergreen Capital Management
Washington
$310K -$843 -15 -0.3%
KOMWMG
937
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$309K – – –
CPBTD
938
Central Pacific Bank - Trust Division
Hawaii
$308K +$302K +5,370 New
CA
939
Cambridge Advisors
Nebraska
$308K – – –
FHA
940
Flagship Harbor Advisors
Massachusetts
$308K -$34.8K -619 -10%
CT
941
Clearstead Trust
Maine
$308K +$33.6K +598 +13%
LWCFA
942
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K -$2.3K -41 -0.7%
WOC
943
West Oak Capital
California
$307K – – –
FSA
944
Franklin Street Advisors
North Carolina
$306K -$5.62K -100 -2%
BJL
945
Brighton Jones LLC
Washington
$305K +$6.24K +111 +2%
PVI
946
Pine Valley Investments
New Jersey
$305K +$225 +4 +0.1%
NECFA
947
New England Capital Financial Advisors
Connecticut
$303K +$674 +12 +0.2%
KWA
948
Kingswood Wealth Advisors
California
$303K +$23.9K +426 +9%
OMC
949
Old Mission Capital
Illinois
$301K +$291K +5,182 New
AIM
950
Aigen Investment Management
New York
$301K -$1.07M -19,034 -79%
36 37
38
39 40