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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
876
Independent Advisor Alliance
North Carolina
$341K -$53 -1 -0%
MWM
877
Mission Wealth Management
California
$341K +$1.85K +35 +0.6%
PTC
878
Philadelphia Trust Company
Pennsylvania
$340K -$106 -2 -0%
FHA
879
Flagship Harbor Advisors
Massachusetts
$340K -$7.72K -146 -2%
BWP
880
BSW Wealth Partners
Colorado
$339K -$10.6K -200 -3%
CAM
881
Covenant Asset Management
New Jersey
$339K – – –
GPI
882
General Partner Inc
Pennsylvania
$339K – – –
SWA
883
Stratos Wealth Advisors
Ohio
$338K +$159 +3 +0.1%
CCM
884
Cullen Capital Management
New York
$336K +$13.6K +257 +5%
GSIAS
885
Garden State Investment Advisory Services
New Jersey
$336K -$19K -359 -6%
JAG
886
Journey Advisory Group
Kentucky
$336K -$14.6K -275 -4%
MIM
887
Miller Investment Management
Pennsylvania
$336K – – –
FCBT
888
First Citizens Bank & Trust
North Carolina
$336K +$2.65K +50 +0.9%
FDS
889
Freedom Day Solutions
Texas
$335K -$6.61K -125 -2%
KCM
890
KRS Capital Management
Michigan
$335K +$29.5K +558 +11%
CWM
891
Cedar Wealth Management
California
$333K – – –
NGA
892
Naples Global Advisors
Florida
$333K +$9.21K +174 +3%
PFPT
893
Pinnacle Financial Partners (Tennessee)
Tennessee
$332K +$25.2K +476 +9%
LI
894
LMCG Investments
Massachusetts
$332K -$212 -4 -0.1%
WAP
895
Wealthcare Advisory Partners
Pennsylvania
$331K +$16.2K +307 +6%
MIC
896
Meridian Investment Counsel
California
$330K -$76.7K -1,450 -20%
DLA
897
Douglas Lane & Associates
New York
$330K – – –
TWP
898
Tyche Wealth Partners
Texas
$329K +$303K +5,732 New
SOW
899
State of Wyoming
Wyoming
$329K +$303K +5,732 New
IHL
900
Investment House LLC
California
$329K -$101K -1,904 -25%
34 35
36
37 38