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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
776
PFG Investments
New York
$541K +$27K +439 +5%
RP
777
Riverwater Partners
Wisconsin
$537K – – –
CCB
778
Country Club Bank
Missouri
$535K -$25K -407 -5%
MWM
779
Mission Wealth Management
California
$535K +$122K +1,981 +30%
SVWAG
780
Sound View Wealth Advisors Group
Georgia
$533K – – –
FHA
781
First Horizon Advisors
Tennessee
$531K +$38.9K +633 +8%
CG
782
CFO4Life Group
Texas
$530K -$44.1K -718 -8%
KWA
783
Kingswood Wealth Advisors
California
$524K +$190K +3,100 +59%
BW
784
Basepoint Wealth
Iowa
$524K -$12.6K -206 -2%
SWM
785
Shakespeare Wealth Management
Wisconsin
$523K – – –
FCP
786
Fidelis Capital Partners
Florida
$522K +$21.4K +348 +4%
PCM
787
Pointe Capital Management
Michigan
$519K – – –
AAP
788
Arax Advisory Partners
Colorado
$517K +$7.86K +128 +2%
AIA
789
Angeles Investment Advisors
California
$514K -$20.9K -341 -4%
RMC
790
Resources Management Corp
Connecticut
$513K -$5.83K -95 -1%
HTC
791
Haverford Trust Company
Pennsylvania
$507K +$192K +3,134 +64%
RT
792
Rockland Trust
Massachusetts
$505K – – –
BF
793
BOK Financial
Oklahoma
$505K -$576K -9,378 -54%
EWA
794
Exencial Wealth Advisors
Oklahoma
$502K -$4.91K -80 -1%
ILI
795
Invesco LLC (Illinois)
Illinois
$498K – – –
WAP
796
Wealthcare Advisory Partners
Pennsylvania
$496K +$62.1K +1,011 +15%
WPW
797
Waldron Private Wealth
Pennsylvania
$493K -$14.2K -232 -3%
SS
798
Sunbelt Securities
Texas
$493K -$13.3K -217 -3%
KFS
799
Keynote Financial Services
Connecticut
$493K – – –
TSWM
800
Triangle Securities Wealth Management
North Carolina
$492K -$430 -7 -0.1%
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