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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
976
Sterling Financial Planning
New Jersey
$315K – – –
NIM
977
Northeast Investment Management
Massachusetts
$315K – – –
OAM
978
Ostrum Asset Management
France
$315K -$23.8K -388 -7%
WG
979
Winton Group
United Kingdom
$314K +$306K +4,980 New
MPPW
980
Mitchell & Pahl Private Wealth
Oklahoma
$312K -$184 -3 -0.1%
CCT
981
Capital City Trust
Florida
$309K -$16.8K -274 -5%
WOC
982
West Oak Capital
California
$308K -$24.6K -400 -8%
SWA
983
Stratos Wealth Advisors
Ohio
$307K -$33K -537 -10%
CHA
984
Carmichael Hill & Associates
Maryland
$307K +$61.2K +996 +26%
JAG
985
Journey Advisory Group
Kentucky
$305K -$36.8K -600 -11%
GWM
986
GSB Wealth Management
Connecticut
$304K +$184 +3 +0.1%
AAM
987
Advisors Asset Management
Colorado
$304K +$296K +4,816 New
TNB
988
Thomasville National Bank
Georgia
$303K -$9.21K -150 -3%
FMLI
989
Fukoku Mutual Life Insurance
Japan
$303K -$54.3K -885 -16%
CHAM
990
Clear Harbor Asset Management
Connecticut
$300K -$89K -1,450 -23%
CT
991
Colonial Trust
South Carolina
$298K -$26.3K -429 -8%
RWA
992
Redhawk Wealth Advisors
Minnesota
$296K +$614 +10 +0.2%
GC
993
Gratus Capital
Georgia
$296K +$16.6K +270 +6%
NDSI
994
Newman Dignan & Sheerar Inc
Rhode Island
$295K -$860 -14 -0.3%
SL
995
Sentry LLC
Tennessee
$294K – – –
RZH
996
Relyea Zuckerberg Hanson
Connecticut
$293K -$30K -488 -10%
TVAMP
997
Tennessee Valley Asset Management Partners
Tennessee
$292K +$737 +12 +0.3%
DDC
998
DF Dent & Co
Maryland
$292K -$27.6K -450 -9%
CIC
999
Crawford Investment Counsel
Georgia
$289K -$614 -10 -0.2%
IWM
1000
IHT Wealth Management
Illinois
$289K +$58.1K +946 +26%
38 39
40
41 42