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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
826
Proficio Capital Partners
Massachusetts
$583K +$23.4K +345 +5%
CG
827
CFO4Life Group
Texas
$579K -$6.04K -89 -1%
CI
828
Cigna Investments
Connecticut
$578K -$30.2K -445 -5%
CPC
829
Cookson Peirce & Co
Pennsylvania
$578K +$535K +7,891 New
TA
830
TFG Advisers
Michigan
$575K +$1.15K +17 +0.2%
MWM
831
Mission Wealth Management
California
$573K -$15.3K -226 -3%
IA
832
Integrity Alliance
Iowa
$572K -$390K -5,744 -42%
FP
833
Financial Perspectives
Minnesota
$569K +$103K +1,511 +24%
DWT
834
Dorsey & Whitney Trust
South Dakota
$569K -$131K -1,937 -20%
SC
835
Syon Capital
California
$566K +$2.31K +34 +0.4%
CC
836
Courier Capital
New York
$562K -$17K -250 -3%
WB
837
Webster Bank
Connecticut
$561K -$118K -1,743 -19%
SPI
838
Strategic Planning Inc
Ohio
$557K -$2.44K -36 -0.5%
AP
839
Atwood & Palmer
Missouri
$557K – – –
HTC
840
Haverford Trust Company
Pennsylvania
$555K -$24.8K -366 -5%
FTUS
841
Flow Traders U.S.
New York
$554K +$514K +7,569 New
FFA
842
Fortune Financial Advisors
Kansas
$554K +$54.9K +809 +12%
RT
843
Rockland Trust
Massachusetts
$552K -$1.36K -20 -0.3%
AIP
844
Ameritas Investment Partners
Nebraska
$551K -$11.5K -169 -2%
CPIG
845
Chicago Partners Investment Group
Illinois
$550K +$58.3K +859 +14%
RWP
846
RWA Wealth Partners
Massachusetts
$549K +$142K +2,098 +39%
PSB
847
Piscataqua Savings Bank
New Hampshire
$546K -$6.51K -96 -1%
BFS
848
Bard Financial Services
Connecticut
$545K -$45.8K -675 -8%
EWA
849
Exencial Wealth Advisors
Oklahoma
$542K -$271 -4 -0.1%
BF
850
BOK Financial
Oklahoma
$538K -$50.5K -745 -9%
32 33
34
35 36