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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
1076
Banco Santander
Spain
$241K -$34.6K -623 -12%
JAG
1077
Journey Advisory Group
Kentucky
$240K -$3.34K -60 -1%
SVCP
1078
Silicon Valley Capital Partners
California
$240K – – –
MAG
1079
Meadowbrook Advisors Group
New Jersey
$240K +$252K +4,536 New
NFC
1080
Northstar Financial Companies
Pennsylvania
$239K -$8.17K -147 -3%
MAM
1081
Mystic Asset Management
Rhode Island
$238K -$89K -1,600 -26%
CIC
1082
Crawford Investment Counsel
Georgia
$238K -$18.3K -330 -7%
WG
1083
Warner Group
Connecticut
$238K +$250K +4,500 New
WPW
1084
Waldron Private Wealth
Pennsylvania
$237K +$24K +431 +11%
HFP
1085
Holistic Financial Partners
Indiana
$236K -$79.9K -1,438 -24%
SPA
1086
Sherbrooke Park Advisers
New York
$236K -$341K -6,138 -58%
PWP
1087
Ponta Wealth Partners
Florida
$235K +$247K +4,442 New
FDS
1088
Freedom Day Solutions
Texas
$233K – – –
PAM
1089
Paradigm Asset Management
New York
$232K -$16.7K -300 -6%
CI
1090
Conning Inc
Connecticut
$231K -$15.8K -285 -6%
CTA
1091
Colonial Trust Advisors
South Carolina
$230K -$21.6K -388 -8%
FFN
1092
Focus Financial Network
Minnesota
$230K -$469K -8,428 -66%
TNB
1093
Thomasville National Bank
Georgia
$230K -$667 -12 -0.3%
NB
1094
Northwest Bancshares
Pennsylvania
$229K – – –
GD
1095
Grandfield & Dodd
New York
$229K +$389 +7 +0.2%
LB
1096
Legacy Bridge
Iowa
$229K +$1.56K +28 +0.7%
PPW
1097
Parcion Private Wealth
Washington
$228K +$25.8K +464 +12%
SL
1098
Sentry LLC
Tennessee
$228K – – –
CA
1099
Capital Advantage
California
$226K +$56 +1 +0%
ESB
1100
Essex Savings Bank
Connecticut
$226K -$99.1K -1,782 -29%
42 43
44
45 46