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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
776
Arkadios Wealth Advisors
Georgia
$703K +$40K +612 +7%
FHA
777
Flagship Harbor Advisors
Massachusetts
$698K +$200K +3,053 +47%
HIP
778
HUB Investment Partners
Texas
$696K +$71K +1,087 +13%
TF
779
Tandem Financial
Colorado
$689K +$65 +1 +0%
LA
780
LVW Advisors
New York
$684K +$8.63K +132 +1%
SVWAG
781
Sound View Wealth Advisors Group
Georgia
$682K -$17.7K -271 -3%
GAM
782
Groupama Asset Management
France
$682K +$270K +4,137 +80%
JWBC
783
J.W. Burns & Co
New York
$679K -$3.2K -49 -0.5%
TCA
784
Transcend Capital Advisors
New Jersey
$678K +$64.6K +988 +12%
ONB
785
Old National Bancorp
Indiana
$675K +$213K +3,258 +55%
WA
786
Wealth Alliance
New York
$675K -$17.5K -268 -3%
FBT
787
First Bank & Trust
South Dakota
$673K -$33.3K -509 -5%
HI
788
Harbour Investments
Wisconsin
$665K -$2.75K -42 -0.5%
SB
789
Simmons Bank
Arkansas
$662K -$35.4K -541 -6%
GWMR
790
GC Wealth Management RIA
Massachusetts
$658K -$41.2K -630 -7%
1SB
791
1ST Source Bank
Indiana
$658K -$327 -5 -0.1%
GC
792
Guggenheim Capital
Illinois
$655K +$77.2K +1,181 +15%
CAM
793
Carret Asset Management
New York
$655K +$4.97K +76 +0.9%
AC
794
Apella Capital
Connecticut
$653K +$15.2K +233 +3%
PMA
795
Prudent Man Advisors
Illinois
$652K +$64.4K +985 +12%
IAN
796
Integrated Advisors Network
Texas
$652K +$189K +2,888 +48%
FG
797
Fiduciary Group
Georgia
$651K – – –
AA
798
ALPS Advisors
Colorado
$647K +$577K +8,823 New
LFAS
799
Level Four Advisory Services
Texas
$646K -$101K -1,544 -15%
RIG
800
RiverFront Investment Group
Virginia
$643K +$573K +8,768 New
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