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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
951
Fourpath Capital Management
Oklahoma
$372K – – –
SAM
952
Smartleaf Asset Management
Massachusetts
$372K +$108K +1,430 +36%
FHA
953
Flagship Harbor Advisors
Massachusetts
$372K +$22.7K +301 +6%
NHT
954
New Hampshire Trust
New Hampshire
$371K +$377 +5 +0.1%
BS
955
Banco Santander
Spain
$371K +$208K +2,757 +103%
PTC
956
Philadelphia Trust Company
Pennsylvania
$369K – – –
IA
957
IFG Advisory
Georgia
$369K +$407K +5,401 New
PAI
958
Pittenger & Anderson Inc
Nebraska
$368K – – –
ADL
959
Asset Dedication LLC
California
$368K -$1.74K -23 -0.4%
EH
960
Equitable Holdings
New York
$368K +$1.51K +20 +0.4%
AF
961
Arrow Financial
New York
$367K – – –
CPBTD
962
Central Pacific Bank - Trust Division
Hawaii
$367K – – –
AFG
963
Atomi Financial Group
New York
$366K -$12.3K -163 -3%
SYBT
964
Stock Yards Bank & Trust
Kentucky
$366K – – –
LI
965
LMCG Investments
Massachusetts
$365K -$905 -12 -0.2%
TPWM
966
Twelve Points Wealth Management
Massachusetts
$364K -$151 -2 -0%
MA
967
Mutual Advisors
Nebraska
$363K -$20.8K -276 -5%
PWMAG
968
Pinnacle Wealth Management Advisory Group
New Jersey
$362K -$75 -1 -0%
FSA
969
Franklin Street Advisors
North Carolina
$360K -$5.05K -67 -1%
NECFA
970
New England Capital Financial Advisors
Connecticut
$358K +$603 +8 +0.2%
CCT
971
Capital City Trust
Florida
$356K – – –
ICP
972
Interchange Capital Partners
Pennsylvania
$354K -$2.71K -36 -0.7%
HT
973
Heritage Trust
Oklahoma
$354K +$391K +5,190 New
NB
974
Northwest Bancshares
Pennsylvania
$354K – – –
MCM
975
Manchester Capital Management
Vermont
$353K -$16.7K -221 -4%
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39
40 41