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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DS
701
DRW Securities
Illinois
$757K +$535K +8,058 +208%
RCAG
702
Rehmann Capital Advisory Group
Michigan
$757K +$29.5K +444 +4%
FCH
703
Freestone Capital Holdings
Washington
$753K -$9.5K -143 -1%
LA
704
LM Advisors
California
$753K +$789K +11,874 New
AC
705
Avestar Capital
New York
$751K +$332 +5 +0%
TF
706
Tandem Financial
Colorado
$748K -$42.5K -639 -5%
HH
707
Hilltop Holdings
Texas
$747K +$53.6K +806 +7%
GC
708
Grimes & Company
Massachusetts
$743K +$42.6K +641 +6%
MG
709
Mather Group
Illinois
$738K +$37.5K +565 +5%
KWA
710
Kingswood Wealth Advisors
California
$738K +$72.1K +1,085 +10%
AG
711
Ascent Group
Virginia
$736K +$772K +11,615 New
CAM
712
Columbia Asset Management
Michigan
$734K -$21.6K -325 -3%
SBIA
713
Sheaff Brock Investment Advisors
Indiana
$733K – – –
IAA
714
Independent Advisor Alliance
North Carolina
$728K +$37.5K +564 +5%
CWP
715
Core Wealth Partners
California
$724K +$532 +8 +0.1%
DA
716
Dover Advisors
Virginia
$717K +$36.5K +550 +5%
ACM
717
Allred Capital Management
Texas
$713K – – –
BIM
718
Baldwin Investment Management
Pennsylvania
$713K +$25.6K +385 +4%
LNB
719
Ledyard National Bank
$712K +$1.33K +20 +0.2%
PTC
720
Private Trust Company
Ohio
$710K +$13.8K +207 +2%
SVWAG
721
Sound View Wealth Advisors Group
Georgia
$708K -$27.8K -419 -4%
JCM
722
Jacobi Capital Management
Pennsylvania
$706K +$26.6K +400 +4%
SEIA
723
Signature Estate & Investment Advisors
California
$706K -$39.5K -594 -5%
SFFS
724
Stonehage Fleming Financial Services
Jersey
$705K -$2.33K -35 -0.3%
BCM
725
Beck Capital Management
Texas
$704K +$35.8K +539 +5%
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