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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
601
Lincoln National Corp
Pennsylvania
$789K +$14.8K +280 +2%
IGGA
602
Iron Gate Global Advisors
Utah
$788K -$1.16K -22 -0.2%
ASN
603
Advisory Services Network
Georgia
$781K -$163K -3,081 -18%
VBCG
604
Valley Brook Capital Group
Pennsylvania
$777K -$14.6K -275 -2%
NEWAS
605
N.E.W. Advisory Services
Wisconsin
$776K +$106 +2 +0%
TG
606
TCW Group
California
$775K +$711K +13,445 New
WA
607
Waterford Advisors
New York
$769K – – –
BRWA
608
B. Riley Wealth Advisors
Florida
$768K -$1.43M -27,100 -67%
UB
609
UMB Bank
Missouri
$765K -$28.3K -534 -4%
FCCM
610
First City Capital Management
Georgia
$763K -$6.03K -114 -0.9%
SC
611
Syon Capital
California
$762K +$419K +7,918 +148%
GFS
612
GYL Financial Synergies
Connecticut
$761K -$14.7K -277 -2%
IIM
613
InTrack Investment Management
Vermont
$759K -$47.9K -906 -6%
MFIM
614
Mesirow Financial Investment Management
Illinois
$751K +$692K +13,075 New
CC
615
Chicago Capital
Illinois
$751K – – –
HA
616
Harbor Advisors
Florida
$747K +$296K +5,589 +75%
CT
617
Cambridge Trust
Massachusetts
$746K -$4.76K -90 -0.7%
BFA
618
Benedict Financial Advisors
Georgia
$745K +$1.06K +20 +0.2%
CLOS
619
Compagnie Lombard Odier SCmA
Switzerland
$741K – – –
VFA
620
Valeo Financial Advisors
Indiana
$738K +$120K +2,261 +21%
KWM
621
Kingsview Wealth Management
Oregon
$738K -$26.9K -509 -4%
MIC
622
Means Investment Company
Maine
$736K +$106 +2 +0%
CWP
623
Curated Wealth Partners
California
$735K -$64.8K -1,224 -9%
AOI
624
Auto-Owners Insurance
Michigan
$735K – – –
VA
625
Vident Advisory
Georgia
$730K +$100K +1,894 +18%
23 24
25
26 27