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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
726
Provenance Wealth Advisors
Florida
$634K -$2.15K -35 -0.3%
TTWM
727
TCV Trust & Wealth Management
Virginia
$634K -$14.4K -235 -2%
WB
728
Webster Bank
Connecticut
$632K -$138K -2,250 -18%
CIC
729
Canal Insurance Company
South Carolina
$631K – – –
GFA
730
Gifford Fong Associates
California
$631K – – –
HIC
731
Hartline Investment Corp
Illinois
$630K +$613K +9,989 New
GL
732
Graypoint LLC
New York
$630K +$30.9K +504 +5%
VCA
733
Verdence Capital Advisors
Maryland
$628K -$30.8K -501 -5%
FC
734
Forte Capital
New York
$626K -$78.3K -1,275 -11%
FCCM
735
First City Capital Management
Georgia
$624K -$39.9K -650 -6%
CAM
736
Carret Asset Management
New York
$623K +$61 +1 +0%
RCA
737
Resonant Capital Advisors
Wisconsin
$622K +$7.25K +118 +1%
LCGC
738
Legacy Capital Group California
California
$617K -$3.75K -61 -0.6%
TC
739
TownSquare Capital
Utah
$614K -$678K -11,043 -53%
RWA
740
River Wealth Advisors
Pennsylvania
$613K -$28.9K -470 -5%
BWAM
741
Boyd Watterson Asset Management
Ohio
$606K – – –
PFS
742
Prospera Financial Services
Texas
$605K +$28.9K +470 +5%
WI
743
WBI Investments
New Jersey
$604K -$1.28M -20,841 -69%
FG
744
Fiduciary Group
Georgia
$604K +$614 +10 +0.1%
AO
745
Advisor OS
Illinois
$601K +$15.5K +252 +3%
CA
746
Cullinan Associates
Kentucky
$599K +$123 +2 +0%
CNAM
747
Campbell Newman Asset Management
Wisconsin
$599K – – –
LHC
748
Little House Capital
Massachusetts
$590K +$25K +407 +5%
GVAG
749
Great Valley Advisor Group
Delaware
$586K -$5.46K -89 -0.9%
CC
750
Courier Capital
New York
$582K -$21.5K -350 -4%
28 29
30
31 32