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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
876
Signature Estate & Investment Advisors
California
$367K -$94K -1,588 -20%
SWM
877
Spire Wealth Management
Virginia
$364K +$36.6K +618 +11%
PWMAG
878
Pinnacle Wealth Management Advisory Group
New Jersey
$364K +$27.2K +460 +8%
FHA
879
Flagship Harbor Advisors
Massachusetts
$364K +$39.8K +672 +12%
BW
880
Basepoint Wealth
Iowa
$363K +$3.55K +60 +0.9%
APP
881
Avantax Planning Partners
Iowa
$358K +$376K +6,349 New
RSWA
882
Robinson Smith Wealth Advisors
Maine
$358K – – –
TSWM
883
Triangle Securities Wealth Management
North Carolina
$355K -$11.5K -195 -3%
BAM
884
Berkshire Asset Management
Pennsylvania
$355K -$178 -3 -0%
MT
885
Midwest Trust
Kansas
$354K -$5.56K -94 -1%
FCCM
886
First City Capital Management
Georgia
$354K -$29.6K -500 -7%
FM
887
Foster & Motley
Ohio
$353K – – –
RDWM
888
Red Door Wealth Management
Tennessee
$353K -$20.6K -348 -5%
MIM
889
Marco Investment Management
Georgia
$352K – – –
NAM
890
NTV Asset Management
West Virginia
$352K -$26.9K -455 -7%
FMI
891
Frec Markets Inc
California
$351K +$369K +6,228 New
HTC
892
Haverford Trust Company
Pennsylvania
$351K -$31.4K -531 -8%
CAS
893
CTC Alternative Strategies
Illinois
$349K +$367K +6,200 New
CWM
894
Calamos Wealth Management
Illinois
$347K +$365K +6,161 New
SS
895
Sunbelt Securities
Texas
$347K +$3.02K +51 +0.8%
SCA
896
Stonebridge Capital Advisors
Minnesota
$347K – – –
MPIA
897
Mountain Pacific Investment Advisers
Idaho
$345K -$11.8K -200 -3%
SCM
898
SCS Capital Management
Massachusetts
$344K +$296 +5 +0.1%
LCM
899
LCM Capital Management
Illinois
$343K – – –
RAM
900
Riggs Asset Management
Pennsylvania
$343K -$107K -1,805 -23%
34 35
36
37 38