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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
776
Quadrant Capital Group
Ohio
$266K +$4.12K +105 +1%
PA
777
Profund Advisors
Maryland
$265K -$93K -2,369 -24%
DMBA
778
Deseret Mutual Benefit Administrators
Utah
$265K +$5.89K +150 +2%
AAP
779
Arax Advisory Partners
Colorado
$265K +$10.6K +270 +4%
CWM
780
Cornerstone Wealth Management
Missouri
$265K +$11K +280 +4%
EWA
781
EP Wealth Advisors
California
$264K +$291K +7,403 New
KLCM
782
KG&L Capital Management
Louisiana
$263K -$100K -2,553 -26%
SW
783
SlateStone Wealth
Florida
$263K -$13.3K -339 -4%
BC
784
Burleson & Co
California
$263K +$314 +8 +0.1%
AP
785
Atwood & Palmer
Missouri
$262K -$65.8K -1,675 -19%
NF
786
NTB Financial
Colorado
$262K – – –
LBC
787
Lowe Brockenbrough & Co
Virginia
$260K +$1.96K +50 +0.7%
FFM
788
Forum Financial Management
Illinois
$260K +$7.89K +201 +3%
FHA
789
First Horizon Advisors
Tennessee
$260K +$164K +4,190 +133%
SW
790
SteelPeak Wealth
California
$260K +$285K +7,264 New
RCM
791
RB Capital Management
Nevada
$260K +$286K +7,282 New
MPPW
792
Mitchell & Pahl Private Wealth
Oklahoma
$258K -$26.6K -678 -9%
TH
793
TCTC Holdings
Texas
$258K +$275 +7 +0.1%
LSPW
794
Lake Street Private Wealth
Illinois
$257K -$94.8K -2,415 -25%
SG
795
StoneX Group
New York
$256K +$282K +7,178 New
SFG
796
Sovereign Financial Group
Connecticut
$256K +$9.5K +242 +3%
SWM
797
SeaCrest Wealth Management
New York
$255K -$6.48K -165 -2%
TCPWM
798
Traverso Chambers Private Wealth Management
California
$254K – – –
OPS
799
Orion Portfolio Solutions
Nebraska
$253K -$10.1K -258 -4%
ACM
800
Argent Capital Management
Missouri
$253K – – –
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