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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
751
Laurel Wealth Advisors (North Carolina)
North Carolina
$670K -$3.77K -50 -0.5%
RCA
752
Resonant Capital Advisors
Wisconsin
$668K -$21.6K -286 -3%
LCGC
753
Legacy Capital Group California
California
$666K -$6.03K -80 -0.8%
ACA
754
Aptus Capital Advisors
Alabama
$658K +$23.4K +310 +3%
DWT
755
Dorsey & Whitney Trust
South Dakota
$657K +$22K +292 +3%
TTWM
756
TCV Trust & Wealth Management
Virginia
$657K -$21.2K -281 -3%
FFN
757
Focus Financial Network
Minnesota
$657K +$2.34K +31 +0.3%
PFS
758
Prospera Financial Services
Texas
$657K +$16.6K +220 +2%
WB
759
Webster Bank
Connecticut
$656K – – –
FG
760
Fiduciary Group
Georgia
$653K – – –
RWM
761
Rialto Wealth Management
New York
$653K +$722K +9,570 New
FNFDCM
762
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$652K -$17.4K -231 -2%
FCCM
763
First City Capital Management
Georgia
$651K -$26.4K -350 -4%
GVAG
764
Great Valley Advisor Group
Delaware
$650K +$6.18K +82 +0.9%
JFG
765
Jefferies Financial Group
New York
$649K -$6.11M -80,940 -89%
CAM
766
Carret Asset Management
New York
$649K -$25.1K -333 -3%
CA
767
Cullinan Associates
Kentucky
$648K – – –
CNAM
768
Campbell Newman Asset Management
Wisconsin
$648K – – –
PA
769
Profund Advisors
Maryland
$644K -$58.8K -780 -8%
HSA
770
HBK Sorce Advisory
Pennsylvania
$643K +$43.6K +578 +7%
SWP
771
Sagespring Wealth Partners
Tennessee
$637K +$704K +9,334 New
VCA
772
Verdence Capital Advisors
Maryland
$637K -$63.7K -845 -8%
GS
773
GWN Securities
Florida
$636K +$684K +9,071 New
PMA
774
Prudent Man Advisors
Illinois
$633K -$125K -1,654 -15%
IAIM
775
International Assets Investment Management
Florida
$633K -$152K -2,015 -18%
29 30
31
32 33