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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
Profund Advisors
Maryland
$534K -$66.8K -1,005 -11%
RWA
802
River Wealth Advisors
Pennsylvania
$534K -$30.7K -462 -5%
PG
803
Proffitt & Goodson
Tennessee
$533K +$17.7K +266 +3%
AC
804
AlphaCore Capital
California
$532K +$79.5K +1,197 +17%
FCP
805
Fidelis Capital Partners
Florida
$532K +$9.1K +137 +2%
MPW
806
Monterey Private Wealth
California
$530K -$10K -151 -2%
CI
807
Cigna Investments
Connecticut
$529K -$13.7K -206 -2%
ACM
808
Advisors Capital Management
New Jersey
$527K +$22.7K +342 +4%
SWM
809
Shakespeare Wealth Management
Wisconsin
$525K – – –
PVI
810
Pine Valley Investments
New Jersey
$523K +$266 +4 +0%
PCM
811
Pointe Capital Management
Michigan
$521K – – –
ONB
812
Old National Bancorp
Indiana
$520K +$18.1K +272 +3%
PCM
813
Penserra Capital Management
California
$517K -$161K -2,430 -23%
BWP
814
BSW Wealth Partners
Colorado
$515K +$168K +2,527 +45%
BFS
815
Bard Financial Services
Connecticut
$515K – – –
BF
816
BOK Financial
Oklahoma
$513K +$66 +1 +0%
NGA
817
Naples Global Advisors
Florida
$511K +$112K +1,680 +26%
MWM
818
Mission Wealth Management
California
$511K +$12.4K +186 +2%
AV
819
Alamea Verwaltungs
New Jersey
$508K +$533K +8,017 New
CG
820
CFO4Life Group
Texas
$508K -$7.04K -106 -1%
HTC
821
Haverford Trust Company
Pennsylvania
$504K +$16.6K +250 +3%
CC
822
Courier Capital
New York
$503K -$17.6K -265 -3%
TSWM
823
Triangle Securities Wealth Management
North Carolina
$500K – – –
GWMR
824
GC Wealth Management RIA
Massachusetts
$498K +$11.3K +170 +2%
AAP
825
Arax Advisory Partners
Colorado
$498K +$22.9K +344 +5%
31 32
33
34 35