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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Mission Wealth Management
California
$341K +$1.85K +35 +0.6%
PTC
877
Philadelphia Trust Company
Pennsylvania
$340K -$106 -2 -0%
FHA
878
Flagship Harbor Advisors
Massachusetts
$340K -$7.72K -146 -2%
BWP
879
BSW Wealth Partners
Colorado
$339K -$10.6K -200 -3%
CAM
880
Covenant Asset Management
New Jersey
$339K – – –
GPI
881
General Partner Inc
Pennsylvania
$339K – – –
SWA
882
Stratos Wealth Advisors
Ohio
$338K +$159 +3 +0.1%
CCM
883
Cullen Capital Management
New York
$336K +$13.6K +257 +5%
GSIAS
884
Garden State Investment Advisory Services
New Jersey
$336K -$19K -359 -6%
JAG
885
Journey Advisory Group
Kentucky
$336K -$14.6K -275 -4%
MIM
886
Miller Investment Management
Pennsylvania
$336K – – –
FCBT
887
First Citizens Bank & Trust
North Carolina
$336K +$2.65K +50 +0.9%
FDS
888
Freedom Day Solutions
Texas
$335K -$6.61K -125 -2%
KCM
889
KRS Capital Management
Michigan
$335K +$29.5K +558 +11%
CWM
890
Cedar Wealth Management
California
$333K – – –
NGA
891
Naples Global Advisors
Florida
$333K +$9.21K +174 +3%
PFPT
892
Pinnacle Financial Partners (Tennessee)
Tennessee
$332K +$25.2K +476 +9%
LI
893
LMCG Investments
Massachusetts
$332K -$212 -4 -0.1%
WAP
894
Wealthcare Advisory Partners
Pennsylvania
$331K +$16.2K +307 +6%
MIC
895
Meridian Investment Counsel
California
$330K -$76.7K -1,450 -20%
DLA
896
Douglas Lane & Associates
New York
$330K – – –
TWP
897
Tyche Wealth Partners
Texas
$329K +$303K +5,732 New
SOW
898
State of Wyoming
Wyoming
$329K +$303K +5,732 New
IHL
899
Investment House LLC
California
$329K -$101K -1,904 -25%
CPIG
900
Chicago Partners Investment Group
Illinois
$327K -$1.75K -33 -0.6%
34 35
36
37 38