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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1301
Blue Chip Partners
Michigan
$169K +$418 +6 +0.3%
UIA
1302
Ulland Investment Advisors
Minnesota
$168K – – –
MMG
1303
Monetary Management Group
Missouri
$167K – – –
WSC
1304
Wellington Shields & Co
New York
$161K – – –
CAL
1305
Capital Analysts LLC
Pennsylvania
$159K +$209 +3 +0.2%
CYG
1306
Clean Yield Group
Vermont
$159K +$836 +12 +0.6%
EBA
1307
Eagle Bay Advisors
New York
$159K -$1.53K -22 -1%
CFG
1308
CKW Financial Group
Hawaii
$155K – – –
BIC
1309
Beach Investment Counsel
Pennsylvania
$153K -$40.6K -583 -24%
GWP
1310
Gen-Wealth Partners
Michigan
$151K – – –
FCAS
1311
First Command Advisory Services
Texas
$147K – – –
OSNBOA
1312
Old Second National Bank of Aurora
Illinois
$145K – – –
M
1313
MOTCO
Texas
$145K +$69.6K +1,000 +125%
EWM
1314
Evermay Wealth Management
Virginia
$144K -$10.8K -155 -8%
OC
1315
Oakworth Capital
Alabama
$142K +$905 +13 +0.7%
CA
1316
Continuum Advisory
Idaho
$141K +$37.9K +545 +41%
RA
1317
Rise Advisors
New York
$137K +$348 +5 +0.3%
HNB
1318
Hilltop National Bank
Wyoming
$134K -$2.09K -30 -2%
PGAM
1319
Princeton Global Asset Management
New Jersey
$132K -$21.4K -307 -16%
CSB
1320
City State Bank
Iowa
$129K -$2.44K -35 -2%
MIM
1321
Meridiem Investment Management
United Kingdom
$129K – – –
CA
1322
CoreCap Advisors
Michigan
$125K -$5.22K -75 -5%
JGIA
1323
Jackson Grant Investment Advisers
Connecticut
$124K +$209 +3 +0.2%
PP
1324
Pacifica Partners
Canada
$123K – – –
ZB
1325
Zions Bancorporation
Utah
$118K -$6.27K -90 -6%
51 52
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