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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1026
Cape Cod Five Cents Savings Bank
Massachusetts
$272K – – –
RA
1027
Ransom Advisory
Rhode Island
$271K -$36.1K -650 -11%
UBG
1028
United Bank (Georgia)
Georgia
$270K -$883K -15,878 -76%
B
1029
Bailard
California
$270K -$93.3K -1,679 -25%
CHAM
1030
Clear Harbor Asset Management
Connecticut
$270K +$22.7K +409 +9%
CAM
1031
Covenant Asset Management
New Jersey
$269K – – –
TBC
1032
Ted Buchan & Co
California
$268K – – –
AM
1033
AGF Management
Ontario, Canada
$267K -$6.56K -118 -2%
LGF
1034
LGT Group Foundation
Liechtenstein
$267K – – –
KP
1035
Keel Point
Alabama
$266K -$51.4K -924 -15%
SFP
1036
Sterling Financial Planning
New Jersey
$266K – – –
PAS
1037
PKS Advisory Services
New York
$265K -$4.67K -84 -2%
GAM
1038
Groupama Asset Management
France
$265K +$2.11K +38 +0.8%
CT
1039
Clearstead Trust
Maine
$265K -$9.01K -162 -3%
MNA
1040
Manning & Napier Advisors
New York
$264K -$92.6K -1,665 -25%
CH
1041
Canton Hathaway
Rhode Island
$264K – – –
AF
1042
Arrow Financial
New York
$263K – – –
QFW
1043
QTR Family Wealth
Florida
$262K +$221K +3,983 New
PFA
1044
Pure Financial Advisors
California
$262K -$27K -486 -9%
PCA
1045
Peddock Capital Advisors
Massachusetts
$262K -$11.3K -204 -4%
JIC
1046
Joel Isaacson & Co
New York
$259K +$24.4K +438 +10%
SWA
1047
Stratos Wealth Advisors
Ohio
$257K +$222 +4 +0.1%
DCM
1048
Donaldson Capital Management
Indiana
$257K +$945 +17 +0.4%
GWM
1049
GSB Wealth Management
Connecticut
$257K +$500 +9 +0.2%
BMM
1050
Berkshire Money Management
Massachusetts
$257K +$270K +4,862 New
40 41
42
43 44