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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
801
Valeo Financial Advisors
Indiana
$639K +$53.5K +819 +10%
WG
802
Warner Group
Connecticut
$638K +$283K +4,329 +99%
CCA
803
Checchi Capital Advisers
California
$637K +$8.23K +126 +1%
RBWA
804
RFG - Bristol Wealth Advisors
Massachusetts
$631K +$850 +13 +0.2%
AFG
805
Atomi Financial Group
New York
$630K +$78.6K +1,203 +16%
DMC
806
Drexel Morgan & Co
Pennsylvania
$629K – – –
RWA
807
River Wealth Advisors
Pennsylvania
$625K – – –
PVI
808
Pine Valley Investments
New Jersey
$623K +$2.16K +33 +0.4%
PI
809
PFG Investments
New York
$623K +$81.7K +1,250 +17%
NP
810
NorthRock Partners
Minnesota
$619K +$588 +9 +0.1%
PFS
811
Prospera Financial Services
Texas
$616K +$63.8K +976 +13%
PF
812
Phoenix Financial
Israel
$614K -$18.7K -286 -3%
EGM
813
Engineers Gate Manager
New York
$613K +$546K +8,361 New
MOS
814
MGO One Seven
Ohio
$612K +$37.6K +575 +7%
AA
815
Advisory Alpha
Michigan
$610K +$67.8K +1,037 +14%
SIG
816
Sky Investment Group
Connecticut
$609K -$16.3K -250 -3%
SWM
817
Shakespeare Wealth Management
Wisconsin
$608K – – –
AO
818
Advisor OS
Illinois
$606K -$299K -4,581 -36%
PCM
819
Pointe Capital Management
Michigan
$603K – – –
DWT
820
Dorsey & Whitney Trust
South Dakota
$601K +$92.1K +1,409 +21%
DA
821
Dover Advisors
Virginia
$595K – – –
ASA
822
Axxion S.A.
Luxembourg
$595K +$530K +8,106 New
WAP
823
Wealthcare Advisory Partners
Pennsylvania
$593K -$97.8K -1,496 -16%
GVAG
824
Great Valley Advisor Group
Delaware
$591K -$7.78K -119 -1%
ZBNA
825
Zions Bancorporation, National Association
Utah
$591K -$10.3K -157 -2%
31 32
33
34 35