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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
701
Headlands Technologies
Illinois
$795K +$878K +11,643 New
BRWA
702
B. Riley Wealth Advisors
Florida
$792K -$195K -2,586 -18%
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$791K +$64.1K +850 +8%
EP
704
Essential Planning
New Hampshire
$790K +$789K +10,465 New
SBIA
705
Sheaff Brock Investment Advisors
Indiana
$789K -$128K -1,700 -13%
CCM
706
Coldstream Capital Management
Washington
$785K -$9.88K -131 -1%
RCAG
707
Rehmann Capital Advisory Group
Michigan
$784K +$541K +7,174 +166%
CWP
708
Core Wealth Partners
California
$779K +$377 +5 +0%
ACM
709
Allred Capital Management
Texas
$768K -$1.06K -14 -0.1%
LNB
710
Ledyard National Bank
$765K +$4.15K +55 +0.5%
WAM
711
Weiss Asset Management
Massachusetts
$764K -$587K -7,785 -41%
SFFS
712
Stonehage Fleming Financial Services
Jersey
$761K -$56.9K -755 -6%
GF
713
Gray Foundation
New York
$758K +$837K +11,100 New
MG
714
Mather Group
Illinois
$756K +$679 +9 +0.1%
GM
715
GeoWealth Management
Illinois
$756K -$135K -1,796 -14%
GC
716
Grimes & Company
Massachusetts
$756K -$6.86K -91 -0.8%
PTC
717
Private Trust Company
Ohio
$751K -$528 -7 -0.1%
HH
718
Hilltop Holdings
Texas
$749K +$73.5K +974 +10%
NA
719
Nautilus Advisors
California
$748K +$827K +10,962 New
JWBC
720
J.W. Burns & Co
New York
$747K -$17.3K -230 -2%
IAA
721
Independent Advisor Alliance
North Carolina
$745K +$357K +4,730 +76%
SB
722
Simmons Bank
Arkansas
$744K – – –
MA
723
MJP Associates
Connecticut
$742K +$146K +1,941 +22%
BIM
724
Baldwin Investment Management
Pennsylvania
$741K -$371K -4,920 -31%
DA
725
Dover Advisors
Virginia
$735K -$18.9K -250 -2%
27 28
29
30 31