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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RBWA
826
RFG - Bristol Wealth Advisors
Massachusetts
$453K +$834 +15 +0.2%
IA
827
Integrity Alliance
Iowa
$450K -$4.73K -85 -1%
IIM
828
Intact Investment Management
Quebec, Canada
$449K +$77.8K +1,400 +20%
SC
829
Syon Capital
California
$449K -$6.12K -110 -1%
SAI
830
Savvy Advisors Inc
New York
$446K +$74.4K +1,338 +19%
SCP
831
Sivia Capital Partners
California
$445K +$468K +8,412 New
PVI
832
Pine Valley Investments
New Jersey
$444K +$278 +5 +0.1%
FFM
833
Forum Financial Management
Illinois
$443K -$159K -2,857 -25%
CPIG
834
Chicago Partners Investment Group
Illinois
$438K +$68.6K +1,234 +19%
SWM
835
Shakespeare Wealth Management
Wisconsin
$438K – – –
NERM
836
New England Research & Management
Illinois
$437K -$2.29M -41,275 -83%
LWCFA
837
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$437K +$167 +3 +0%
PCM
838
Pointe Capital Management
Michigan
$435K – – –
RT
839
Rockland Trust
Massachusetts
$429K -$115K -2,062 -20%
NP
840
NorthRock Partners
Minnesota
$429K -$369K -6,631 -45%
SEIA
841
Signature Estate & Investment Advisors
California
$428K -$129K -2,328 -22%
LBC
842
Lowe Brockenbrough & Co
Virginia
$428K +$16.8K +303 +4%
AG
843
Ascent Group
Virginia
$426K -$21.5K -387 -5%
MCC
844
Malaga Cove Capital
California
$426K +$61.5K +1,106 +16%
CG
845
CFO4Life Group
Texas
$425K +$2K +36 +0.4%
MWM
846
Mission Wealth Management
California
$424K +$6.84K +123 +2%
KIA
847
KCM Investment Advisors
California
$421K -$97.7K -1,758 -18%
WG
848
Winton Group
United Kingdom
$420K +$442K +7,950 New
TTWM
849
TCV Trust & Wealth Management
Virginia
$419K -$10.3K -186 -2%
JAFL
850
Jay A. Fishman Ltd
Michigan
$417K -$50K -900 -10%
32 33
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35 36