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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
826
Atwood & Palmer
Missouri
$526K – – –
HTC
827
Haverford Trust Company
Pennsylvania
$526K -$41K -544 -7%
WAP
828
Wealthcare Advisory Partners
Pennsylvania
$526K +$7.24K +96 +1%
GWMR
829
GC Wealth Management RIA
Massachusetts
$525K -$82.4K -1,092 -12%
SS
830
Sunbelt Securities
Texas
$524K -$20.4K -271 -3%
AAP
831
Arax Advisory Partners
Colorado
$512K -$41.8K -554 -7%
FTC
832
Farmers Trust Company
Ohio
$510K -$1.81K -24 -0.3%
MBT
833
Montecito Bank & Trust
California
$509K -$43.4K -576 -7%
AWM
834
Axxcess Wealth Management
California
$509K -$348K -4,609 -38%
PSB
835
Piscataqua Savings Bank
New Hampshire
$505K -$3.09K -41 -0.6%
FFM
836
Forum Financial Management
Illinois
$504K +$70.8K +938 +15%
NAM
837
NTV Asset Management
West Virginia
$502K -$12.4K -165 -2%
MPIA
838
Mountain Pacific Investment Advisers
Idaho
$500K – – –
LA
839
LVW Advisors
New York
$499K -$6.56K -87 -1%
LWCFA
840
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$498K -$71.9K -953 -11%
GIM
841
Groesbeck Investment Management
New Jersey
$498K -$302K -4,000 -35%
AWM
842
AE Wealth Management
Kansas
$498K -$21.2K -281 -4%
FIM
843
Fruth Investment Management
Texas
$497K – – –
PI
844
PFG Investments
New York
$494K -$75.6K -1,002 -12%
AFWM
845
AMJ Financial Wealth Management
Virginia
$493K -$135K -1,793 -20%
AC
846
AlphaCore Capital
California
$493K -$754 -10 -0.1%
PCP
847
Proficio Capital Partners
Massachusetts
$491K +$209K +2,770 +63%
SWM
848
Spire Wealth Management
Virginia
$490K +$23.5K +312 +5%
AIA
849
Angeles Investment Advisors
California
$490K -$7.92K -105 -1%
RA
850
RFG Advisory
Alabama
$489K +$144K +1,904 +36%
32 33
34
35 36