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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
601
Forvis Mazars Wealth Advisors
Missouri
$496K -$28.1K -713 -5%
SSB
602
Sandy Spring Bank
Maryland
$495K -$26.6K -675 -5%
CW
603
Connectus Wealth
Ohio
$494K +$2.21K +56 +0.4%
LNC
604
Lincoln National Corp
Pennsylvania
$490K +$11.7K +297 +2%
CAG
605
Crestwood Advisors Group
Massachusetts
$489K -$28.5K -724 -5%
SB
606
Simmons Bank
Arkansas
$487K -$22.8K -579 -4%
CT
607
Cambridge Trust
Massachusetts
$487K +$25.3K +643 +5%
BFA
608
Benedict Financial Advisors
Georgia
$485K +$4.49K +114 +0.8%
NA
609
NewEdge Advisors
Louisiana
$482K -$781K -19,821 -59%
S
610
SignatureFD
Georgia
$478K +$91.8K +2,330 +21%
AC
611
Avestar Capital
New York
$477K +$166K +4,204 +46%
TC
612
TownSquare Capital
Utah
$475K +$226K +5,734 +75%
MFA
613
Mayflower Financial Advisors
Massachusetts
$473K +$64.3K +1,634 +14%
PIM
614
Penobscot Investment Management
Massachusetts
$470K -$177K -4,500 -25%
JWCA
615
J.W. Cole Advisors
Florida
$467K +$3.15K +80 +0.6%
BFA
616
Bragg Financial Advisors
North Carolina
$464K -$39.8K -1,011 -7%
EM
617
Excalibur Management
Massachusetts
$463K – – –
WANY
618
Wealthspire Advisors (New York)
New York
$463K +$512K +13,009 New
HIC
619
Holderness Investments Company
North Carolina
$462K -$3.46K -88 -0.7%
TW
620
Transform Wealth
Colorado
$461K -$3.07K -78 -0.6%
SYBT
621
Stock Yards Bank & Trust
Kentucky
$461K – – –
FC
622
Forte Capital
New York
$460K -$1.77K -45 -0.3%
WAM
623
Werlinich Asset Management
Connecticut
$459K – – –
MIC
624
Means Investment Company
Maine
$456K +$39 +1 +0%
TWC
625
TD Waterhouse Canada
Ontario, Canada
$456K -$27.4K -695 -5%
23 24
25
26 27