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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
726
Private Trust Company
Ohio
$670K +$9.78K +144 +1%
GC
727
Guggenheim Capital
Illinois
$667K +$86.1K +1,267 +13%
KWA
728
Kingswood Wealth Advisors
California
$666K +$32K +471 +4%
HFM
729
Hartford Financial Management
Connecticut
$661K -$1.16K -17 -0.2%
GDP
730
Great Diamond Partners
Maine
$657K – – –
WT
731
Washington Trust
Rhode Island
$653K +$299K +4,396 +67%
AC
732
AlphaCore Capital
California
$652K -$88.4K -1,301 -11%
IWM
733
IHT Wealth Management
Illinois
$649K -$13.3K -196 -2%
SWP
734
Sagespring Wealth Partners
Tennessee
$648K +$15.4K +226 +2%
AWM
735
AE Wealth Management
Kansas
$644K -$16.2K -239 -2%
RCA
736
Resonant Capital Advisors
Wisconsin
$643K -$6.25K -92 -0.8%
RP
737
Riverwater Partners
Wisconsin
$640K +$78.3K +1,153 +12%
BMO
738
Beck Mack & Oliver
New York
$638K +$65.6K +965 +10%
BWM
739
BAM Wealth Management
Colorado
$638K +$726K +10,680 New
RA
740
RFG Advisory
Alabama
$636K -$71.4K -1,051 -9%
IAS
741
Investment Advisory Services
Texas
$634K -$57.6K -848 -7%
SPA
742
Sherbrooke Park Advisers
New York
$633K +$721K +10,610 New
MAMG
743
Milestone Asset Management Group
Connecticut
$630K -$13.1K -193 -2%
CRC
744
Curi RMB Capital
Illinois
$627K -$92.6K -1,363 -11%
IAA
745
Independent Advisor Alliance
North Carolina
$626K -$46.1K -679 -6%
TF
746
Tandem Financial
Colorado
$623K -$80.4K -1,184 -10%
SEIA
747
Signature Estate & Investment Advisors
California
$623K -$69.6K -1,025 -9%
FWA
748
FSM Wealth Advisors
Ohio
$623K +$9.78K +144 +1%
ACA
749
Aptus Capital Advisors
Alabama
$619K -$6.5M -95,710 -90%
LNB
750
Ledyard National Bank
$618K -$21.3K -313 -3%
28 29
30
31 32