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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
776
Bank of the West
California
$271K -$785 -20 -0.3%
AA
777
Ancora Advisors
Ohio
$269K +$18.3K +467 +7%
FNB
778
Farmers National Bank
Kentucky
$267K – – –
CPIG
779
Chicago Partners Investment Group
Illinois
$266K -$3.49K -89 -1%
QCG
780
Quadrant Capital Group
Ohio
$266K +$4.12K +105 +1%
PA
781
Profund Advisors
Maryland
$265K -$93K -2,369 -24%
DMBA
782
Deseret Mutual Benefit Administrators
Utah
$265K +$5.89K +150 +2%
AAP
783
Arax Advisory Partners
Colorado
$265K +$10.6K +270 +4%
CWM
784
Cornerstone Wealth Management
Missouri
$265K +$11K +280 +4%
EWA
785
EP Wealth Advisors
California
$264K +$291K +7,403 New
KLCM
786
KG&L Capital Management
Louisiana
$263K -$100K -2,553 -26%
SW
787
SlateStone Wealth
Florida
$263K -$13.3K -339 -4%
BC
788
Burleson & Co
California
$263K +$314 +8 +0.1%
AP
789
Atwood & Palmer
Missouri
$262K -$65.8K -1,675 -19%
NF
790
NTB Financial
Colorado
$262K – – –
LBC
791
Lowe Brockenbrough & Co
Virginia
$260K +$1.96K +50 +0.7%
FFM
792
Forum Financial Management
Illinois
$260K +$7.89K +201 +3%
FHA
793
First Horizon Advisors
Tennessee
$260K +$164K +4,190 +133%
SW
794
SteelPeak Wealth
California
$260K +$285K +7,264 New
RCM
795
RB Capital Management
Nevada
$260K +$286K +7,282 New
MPPW
796
Mitchell & Pahl Private Wealth
Oklahoma
$258K -$26.6K -678 -9%
TH
797
TCTC Holdings
Texas
$258K +$275 +7 +0.1%
LSPW
798
Lake Street Private Wealth
Illinois
$257K -$94.8K -2,415 -25%
SG
799
StoneX Group
New York
$256K +$282K +7,178 New
SFG
800
Sovereign Financial Group
Connecticut
$256K +$9.5K +242 +3%
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