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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$218K +$182K +9,805 New
B
702
Bailard
California
$218K +$183K +9,822 New
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$217K +$181K +9,758 New
DWM
704
Dorchester Wealth Management
Quebec, Canada
$217K +$181K +9,765 New
IC
705
Inverness Counsel
New York
$217K +$181K +9,767 New
WPP
706
Whalerock Point Partners
Rhode Island
$215K +$180K +9,663 New
LNC
707
Lincoln National Corp
Pennsylvania
$214K +$178K +9,591 New
NAM
708
NorthCoast Asset Management
Connecticut
$214K +$179K +9,630 New
BC
709
Burleson & Co
California
$213K +$137K +7,346 New
CAL
710
Capital Analysts LLC
Pennsylvania
$213K +$178K +9,578 New
DAS
711
Dynamic Advisor Solutions
Arizona
$213K +$178K +9,593 New
SEC
712
Seven Eight Capital
New York
$213K +$178K +9,600 New
ESB
713
Essex Savings Bank
Connecticut
$212K +$178K +9,574 New
RWG
714
Regal Wealth Group
California
$210K +$176K +9,445 New
GWM
715
Geneos Wealth Management
Colorado
$210K +$186K +10,016 New
BPA
716
Beacon Pointe Advisors
California
$209K +$175K +9,420 New
LNB
717
Ledyard National Bank
$208K +$174K +9,372 New
PCS
718
Personal CFO Solutions
New Jersey
$208K +$174K +9,381 New
HCM
719
Hutchinson Capital Management
California
$207K +$173K +9,301 New
AP
720
Atwood & Palmer
Missouri
$207K +$173K +9,330 New
LWMM
721
Legacy Wealth Management (Mississippi)
Mississippi
$206K +$172K +9,277 New
DPIM
722
Duff & Phelps Investment Management
Illinois
$206K +$173K +9,290 New
EFSCE
723
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$173K +9,303 New
FMC
724
First Merchants Corp
Indiana
$203K +$170K +9,143 New
Cerity Partners
725
Cerity Partners
New York
$202K +$171K +9,176 New