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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
801
River Wealth Advisors
Pennsylvania
$510K -$3.8K -56 -0.7%
WIA
802
World Investment Advisors
California
$508K +$13.5K +199 +2%
AG
803
Ascent Group
Virginia
$504K -$204K -3,000 -26%
BF
804
BOK Financial
Oklahoma
$504K +$74.5K +1,096 +15%
CCB
805
Country Club Bank
Missouri
$501K +$1.56K +23 +0.3%
PVI
806
Pine Valley Investments
New Jersey
$501K +$1.56K +23 +0.3%
KLCM
807
KG&L Capital Management
Louisiana
$497K +$8.83K +130 +1%
ACM
808
Advisors Capital Management
New Jersey
$496K +$7.88K +116 +1%
SWM
809
Shakespeare Wealth Management
Wisconsin
$495K – – –
USCWA
810
U.S. Capital Wealth Advisors
Texas
$494K +$4.21K +62 +0.8%
PCM
811
Pointe Capital Management
Michigan
$491K – – –
BFM
812
Boothbay Fund Management
New York
$486K +$553K +8,140 New
TTWM
813
TCV Trust & Wealth Management
Virginia
$485K -$4.55K -67 -0.8%
SAM
814
Smartleaf Asset Management
Massachusetts
$485K +$250K +3,684 +82%
RB
815
Rodgers Brothers
Pennsylvania
$484K +$136 +2 +0%
LFAS
816
Level Four Advisory Services
Texas
$482K +$226K +3,330 +70%
CG
817
CFO4Life Group
Texas
$478K +$5.78K +85 +1%
CCA
818
Checchi Capital Advisers
California
$477K -$81.1K -1,194 -13%
VCA
819
Verdence Capital Advisors
Maryland
$474K -$83K -1,221 -13%
CI
820
Cigna Investments
Connecticut
$472K – – –
MWM
821
Mission Wealth Management
California
$472K +$4.62K +68 +0.9%
RAM
822
Riggs Asset Management
Pennsylvania
$472K +$338K +4,979 +171%
MWM
823
Meridian Wealth Management
Kentucky
$466K +$84.9K +1,250 +19%
LBC
824
Lowe Brockenbrough & Co
Virginia
$465K +$82.9K +1,220 +19%
FP
825
Financial Perspectives
Minnesota
$464K – – –
31 32
33
34 35