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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
901
Founders Financial Alliance
North Carolina
$262K +$30.6K +696 +15%
NGA
902
Naples Global Advisors
Florida
$262K +$14.3K +326 +7%
FSA
903
Franklin Street Advisors
North Carolina
$262K +$232K +5,271 New
DAS
904
Dynamic Advisor Solutions
Arizona
$261K +$16.3K +371 +8%
KA
905
Kovack Advisors
Florida
$261K -$27.5K -624 -11%
RG
906
Rathbones Group
United Kingdom
$260K +$24.2K +550 +12%
MCA
907
MSH Capital Advisors
Arizona
$260K +$230K +5,230 New
VSQM
908
V-Square Quantitative Management
Illinois
$259K -$66.8K -1,519 -23%
ACP
909
Aveo Capital Partners
Colorado
$258K +$3.52K +80 +2%
GWP
910
Gateway Wealth Partners
Wisconsin
$257K +$228K +5,177 New
PFPT
911
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K +$195K +4,424 +594%
DTC
912
Davidson Trust Company
Washington
$257K -$10.2K -232 -4%
LFAS
913
Level Four Advisory Services
Texas
$255K -$12.7K -289 -5%
PCA
914
Peddock Capital Advisors
Massachusetts
$255K +$13.2K +300 +6%
CI
915
Conning Inc
Connecticut
$255K -$27.7K -630 -11%
EH
916
Equitable Holdings
New York
$252K +$14.8K +336 +7%
TA
917
Tiedemann Advisors
New York
$252K +$222K +5,052 New
TBC
918
Ted Buchan & Co
California
$252K +$18K +410 +9%
TNB
919
Thomasville National Bank
Georgia
$251K – – –
MSFP
920
Mark Sheptoff Financial Planning
Connecticut
$251K +$127K +2,877 +132%
VIA
921
Virtus Investment Advisers
Connecticut
$251K – – –
SAM
922
Steinberg Asset Management
New York
$251K +$222K +5,050 New
IWP
923
Invenio Wealth Partners
Florida
$250K +$221K +5,026 New
PWMAG
924
Pinnacle Wealth Management Advisory Group
New Jersey
$250K -$8.49K -193 -4%
CWP
925
Core Wealth Partners
California
$249K +$264 +6 +0.1%
35 36
37
38 39