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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
926
Bryn Mawr Capital Management
Pennsylvania
$342K +$5.22K +85 +2%
MIC
927
Meridian Investment Counsel
California
$342K – – –
ECM
928
Evergreen Capital Management
Washington
$342K +$4.48K +73 +1%
PTC
929
Philadelphia Trust Company
Pennsylvania
$341K – – –
FSA
930
Franklin Street Advisors
North Carolina
$341K +$8.29K +135 +3%
MCC
931
Malaga Cove Capital
California
$341K -$430 -7 -0.1%
PAI
932
Pittenger & Anderson Inc
Nebraska
$340K – – –
MCM
933
Manchester Capital Management
Vermont
$340K +$61.7K +1,005 +23%
AIM
934
Anchor Investment Management
South Carolina
$340K -$3.99K -65 -1%
EWA
935
EverSource Wealth Advisors
Alabama
$340K +$32.7K +533 +12%
IA
936
IFG Advisory
Georgia
$339K +$330K +5,377 New
AF
937
Arrow Financial
New York
$339K -$2.15K -35 -0.6%
CPBTD
938
Central Pacific Bank - Trust Division
Hawaii
$339K – – –
HIP
939
HUB Investment Partners
Texas
$339K +$33.5K +546 +11%
LI
940
LMCG Investments
Massachusetts
$338K -$430 -7 -0.1%
HT
941
Heritage Trust
Oklahoma
$338K -$5.16K -84 -2%
SP
942
Symmetry Partners
Connecticut
$337K -$124K -2,017 -27%
TPWM
943
Twelve Points Wealth Management
Massachusetts
$337K -$2.4K -39 -0.7%
NB
944
Northwest Bancshares
Pennsylvania
$336K -$921 -15 -0.3%
PWMAG
945
Pinnacle Wealth Management Advisory Group
New Jersey
$336K +$13.8K +225 +4%
KOMWMG
946
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$336K – – –
FPAS
947
Focus Partners Advisor Solutions
Missouri
$335K +$68K +1,107 +26%
IIC
948
Ironwood Investment Counsel
Arizona
$335K +$96K +1,563 +42%
TC
949
TradeLink Capital
Illinois
$334K +$325K +5,300 New
WBCM
950
Wilson & Boucher Capital Management
California
$333K +$324K +5,282 New
36 37
38
39 40