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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
926
Asset Dedication LLC
California
$435K -$1.32K -19 -0.4%
MCC
927
Malaga Cove Capital
California
$435K – – –
HIP
928
HUB Investment Partners
Texas
$434K +$1.95K +28 +0.5%
DLA
929
Douglas Lane & Associates
New York
$434K -$11.4K -164 -3%
MCM
930
Manchester Capital Management
Vermont
$434K – – –
PAI
931
Pittenger & Anderson Inc
Nebraska
$434K – – –
FP
932
Financial Perspectives
Minnesota
$434K +$26.9K +387 +8%
AF
933
Arrow Financial
New York
$433K – – –
LBC
934
Lowe Brockenbrough & Co
Virginia
$432K -$88.2K -1,267 -19%
BMCM
935
Bryn Mawr Capital Management
Pennsylvania
$432K -$3.62K -52 -1%
CPBTD
936
Central Pacific Bank - Trust Division
Hawaii
$432K – – –
EH
937
Equitable Holdings
New York
$432K +$85.6K +1,229 +30%
LI
938
LMCG Investments
Massachusetts
$431K -$279 -4 -0.1%
SYBT
939
Stock Yards Bank & Trust
Kentucky
$431K -$69.4K -997 -16%
HCM
940
Howard Capital Management
Georgia
$430K +$372K +5,347 New
FSA
941
Franklin Street Advisors
North Carolina
$430K -$4.74K -68 -1%
TPWM
942
Twelve Points Wealth Management
Massachusetts
$430K – – –
KOMWMG
943
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$428K – – –
PWMAG
944
Pinnacle Wealth Management Advisory Group
New Jersey
$427K -$2.02K -29 -0.5%
AFG
945
Argent Financial Group
Louisiana
$426K +$368K +5,290 New
BWP
946
BSW Wealth Partners
Colorado
$425K -$15.5K -222 -4%
AIA
947
Affinity Investment Advisors
California
$425K – – –
RA
948
RFG Advisory
Alabama
$424K -$487 -7 -0.1%
CA
949
Cambridge Advisors
Nebraska
$423K – – –
CHAM
950
Clear Harbor Asset Management
Connecticut
$422K +$34.8K +500 +11%
36 37
38
39 40