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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1001
Dynamic Advisor Solutions
Arizona
$286K +$4.84K +87 +2%
DC
1002
DeDora Capital
California
$286K -$945 -17 -0.3%
WBCM
1003
Wilson & Boucher Capital Management
California
$285K -$17.2K -310 -5%
ET
1004
Equitable Trust
Tennessee
$284K – – –
MP
1005
McDonald Partners
Ohio
$284K -$9.73K -175 -3%
BHBT
1006
Burke & Herbert Bank & Trust
Virginia
$284K +$299K +5,375 New
TWP
1007
Tyche Wealth Partners
Texas
$284K -$13.2K -238 -4%
FCM
1008
Fourpath Capital Management
Oklahoma
$283K – – –
GWM
1009
Geneos Wealth Management
Colorado
$283K +$9.56K +172 +3%
LI
1010
LMCG Investments
Massachusetts
$281K -$278 -5 -0.1%
RSWM
1011
Robertson Stephens Wealth Management
California
$281K -$7.23K -130 -2%
HI
1012
Harbour Investments
Wisconsin
$281K -$60.1K -1,081 -17%
KCM
1013
KRS Capital Management
Michigan
$281K -$27.2K -489 -8%
TVAMP
1014
Tennessee Valley Asset Management Partners
Tennessee
$281K -$11.4K -205 -4%
WWM
1015
Western Wealth Management
Colorado
$280K -$13.2K -238 -4%
PMA
1016
Prudent Man Advisors
Illinois
$280K -$2.11K -38 -0.7%
CT
1017
Colonial Trust
South Carolina
$279K +$7.06K +127 +2%
BCA
1018
Bay Colony Advisors
Massachusetts
$279K +$294K +5,287 New
PA
1019
Procyon Advisors
Connecticut
$278K +$11.1K +199 +4%
SC
1020
SouthState Corp
Florida
$276K +$1.72K +31 +0.6%
PCM
1021
Penserra Capital Management
California
$275K +$90K +1,619 +45%
KF
1022
Krilogy Financial
Missouri
$275K +$266K +4,787 New
HCM
1023
Howard Capital Management
Georgia
$273K +$1.45K +26 +0.5%
KOMWMG
1024
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$273K – – –
ICP
1025
Interchange Capital Partners
Pennsylvania
$272K -$8.84K -159 -3%
39 40
41
42 43