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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
676
Kingswood Wealth Advisors
California
$929K +$225K +3,226 +39%
CCM
677
Coldstream Capital Management
Washington
$927K +$205K +2,942 +34%
LHC
678
Little House Capital
Massachusetts
$925K +$148K +2,130 +23%
TG
679
TCW Group
California
$924K -$19.6K -281 -2%
CWP
680
Core Wealth Partners
California
$918K -$4.6K -66 -0.6%
EGM
681
Engineers Gate Manager
New York
$911K +$788K +11,314 New
P
682
&Partners
Tennessee
$909K +$545K +7,830 +225%
GIM
683
Groesbeck Investment Management
New Jersey
$909K -$208K -2,987 -21%
VWM
684
Venturi Wealth Management
Texas
$909K +$146K +2,092 +23%
IAIM
685
International Assets Investment Management
Florida
$907K +$74.9K +1,075 +11%
ACM
686
Allred Capital Management
Texas
$907K -$3.55K -51 -0.5%
ASN
687
Advisory Services Network
Georgia
$906K – – –
JWBC
688
J.W. Burns & Co
New York
$899K -$4.18K -60 -0.5%
GC
689
Grimes & Company
Massachusetts
$899K +$4.8K +69 +0.6%
LNB
690
Ledyard National Bank
$898K +$1.81K +26 +0.2%
BB
691
Busey Bank
Illinois
$896K +$11.5K +165 +2%
MG
692
Mather Group
Illinois
$891K -$24K -344 -3%
DA
693
Dover Advisors
Virginia
$886K – – –
PTC
694
Private Trust Company
Ohio
$886K +$145K +2,086 +23%
AO
695
Advisor OS
Illinois
$884K +$102K +1,464 +15%
IWM
696
IHT Wealth Management
Illinois
$883K +$446K +6,405 +140%
PMA
697
Prudent Man Advisors
Illinois
$879K +$761K +10,925 New
SB
698
Simmons Bank
Arkansas
$878K -$5.22K -75 -0.7%
SVWAG
699
Sound View Wealth Advisors Group
Georgia
$864K +$159K +2,284 +27%
CWM
700
Compass Wealth Management
Connecticut
$857K – – –
26 27
28
29 30