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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
801
World Investment Advisors
California
$508K +$13.5K +199 +2%
AG
802
Ascent Group
Virginia
$504K -$204K -3,000 -26%
BF
803
BOK Financial
Oklahoma
$504K +$74.5K +1,096 +15%
CCB
804
Country Club Bank
Missouri
$501K +$1.56K +23 +0.3%
PVI
805
Pine Valley Investments
New Jersey
$501K +$1.56K +23 +0.3%
KLCM
806
KG&L Capital Management
Louisiana
$497K +$8.83K +130 +1%
ACM
807
Advisors Capital Management
New Jersey
$496K +$7.88K +116 +1%
SWM
808
Shakespeare Wealth Management
Wisconsin
$495K – – –
USCWA
809
U.S. Capital Wealth Advisors
Texas
$494K +$4.21K +62 +0.8%
PCM
810
Pointe Capital Management
Michigan
$491K – – –
BFM
811
Boothbay Fund Management
New York
$486K +$553K +8,140 New
TTWM
812
TCV Trust & Wealth Management
Virginia
$485K -$4.55K -67 -0.8%
SAM
813
Smartleaf Asset Management
Massachusetts
$485K +$250K +3,684 +82%
RB
814
Rodgers Brothers
Pennsylvania
$484K +$136 +2 +0%
LFAS
815
Level Four Advisory Services
Texas
$482K +$226K +3,330 +70%
CG
816
CFO4Life Group
Texas
$478K +$5.78K +85 +1%
CCA
817
Checchi Capital Advisers
California
$477K -$81.1K -1,194 -13%
VCA
818
Verdence Capital Advisors
Maryland
$474K -$83K -1,221 -13%
CI
819
Cigna Investments
Connecticut
$472K – – –
MWM
820
Mission Wealth Management
California
$472K +$4.62K +68 +0.9%
RAM
821
Riggs Asset Management
Pennsylvania
$472K +$338K +4,979 +171%
MWM
822
Meridian Wealth Management
Kentucky
$466K +$84.9K +1,250 +19%
LBC
823
Lowe Brockenbrough & Co
Virginia
$465K +$82.9K +1,220 +19%
FP
824
Financial Perspectives
Minnesota
$464K – – –
EAM
825
Erste Asset Management
Austria
$464K -$589K -8,668 -53%
31 32
33
34 35