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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
676
Quotient Wealth Partners
Texas
$741K -$32.1K -578 -4%
SF
677
Summit Financial
New Jersey
$741K -$91.6K -1,647 -11%
GRP
678
Global Retirement Partners
California
$740K +$213K +3,836 +38%
BWM
679
BAM Wealth Management
Colorado
$738K +$183K +3,292 +31%
LFG
680
Lazard Frères Gestion
France
$737K -$328K -5,900 -30%
ACA
681
Aptus Capital Advisors
Alabama
$728K +$190K +3,414 +33%
IIM
682
INTECH Investment Management
Florida
$725K – – –
PP
683
Prudential plc
United Kingdom
$724K – – –
PCIA
684
Prime Capital Investment Advisors
Kansas
$724K -$25.1K -452 -3%
NAS
685
Nicolet Advisory Services
Wisconsin
$720K -$217K -3,901 -23%
MA
686
Montag & Associates
Georgia
$717K +$49K +881 +7%
CWP
687
Curated Wealth Partners
California
$717K +$43.3K +778 +6%
CT
688
Caldwell Trust
Florida
$717K -$85.4K -1,536 -10%
SCM
689
Schnieders Capital Management
California
$717K -$178K -3,200 -19%
RWM
690
Ritholtz Wealth Management
New York
$709K +$219K +3,946 +42%
UB
691
UMB Bank
Missouri
$708K +$76.6K +1,378 +11%
WA
692
Waterford Advisors
New York
$707K – – –
ECM
693
Evergreen Capital Management
Washington
$706K +$397K +7,149 +115%
FLPIM
694
F.L. Putnam Investment Management
Massachusetts
$700K -$3.95K -71 -0.5%
IGGA
695
Iron Gate Global Advisors
Utah
$698K – – –
CC
696
Centiva Capital
New York
$698K +$734K +13,208 New
GWMR
697
GC Wealth Management RIA
Massachusetts
$698K -$324K -5,823 -31%
CC
698
Chicago Capital
Illinois
$696K – – –
EHC
699
Everett Harris & Co
California
$695K – – –
VBCG
700
Valley Brook Capital Group
Pennsylvania
$693K -$11.1K -200 -2%
26 27
28
29 30