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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
PP
826
Paloma Partners
Connecticut
$381K +$351K +6,626 New
PCP
827
Proficio Capital Partners
Massachusetts
$380K +$6.14K +116 +2%
IFWM
828
Institute for Wealth Management
Colorado
$380K -$19.1K -361 -5%
RSWA
829
Robinson Smith Wealth Advisors
Maine
$380K +$350K +6,613 New
APP
830
Avantax Planning Partners
Iowa
$379K +$32.5K +614 +10%
GW
831
GW & Wade
Massachusetts
$375K -$61.6K -1,165 -15%
WTA
832
Washington Trust Advisors
Massachusetts
$372K -$61K -1,152 -15%
BAM
833
Berkshire Asset Management
Pennsylvania
$371K -$370 -7 -0.1%
SNB
834
Security National Bank
Nebraska
$371K – – –
FNT
835
First National Trust
Pennsylvania
$371K -$22K -415 -6%
RB
836
Rodgers Brothers
Pennsylvania
$371K -$5.98K -113 -2%
CTA
837
Colonial Trust Advisors
South Carolina
$370K -$102K -1,925 -23%
SWM
838
SeaCrest Wealth Management
New York
$369K -$6.83K -129 -2%
ACA
839
Aptus Capital Advisors
Alabama
$369K -$109K -2,058 -24%
AF
840
Allworth Financial
California
$369K -$6.93K -131 -2%
FA
841
FDx Advisors
Illinois
$368K +$14.1K +267 +4%
WWM
842
Western Wealth Management
Colorado
$368K +$3.86K +73 +1%
MMPW
843
Mitchell McLeod Pugh & Williams
Alabama
$368K – – –
PAI
844
Pittenger & Anderson Inc
Nebraska
$367K +$55.1K +1,042 +19%
JMFC
845
J.M. Forbes & Co
Massachusetts
$367K – – –
B
846
Bailard
California
$366K -$37K -700 -10%
IFAM
847
Institutional & Family Asset Management
Colorado
$365K – – –
Members Trust
848
Members Trust
Florida
$365K – – –
USCWA
849
U.S. Capital Wealth Advisors
Texas
$363K -$159 -3 -0%
PA
850
Procyon Advisors
Connecticut
$362K +$26K +492 +8%