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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
Cambridge Advisors
Nebraska
$264K -$30.8K -700 -12%
FFA
902
Founders Financial Alliance
North Carolina
$262K +$30.6K +696 +15%
NGA
903
Naples Global Advisors
Florida
$262K +$14.3K +326 +7%
FSA
904
Franklin Street Advisors
North Carolina
$262K +$232K +5,271 New
DAS
905
Dynamic Advisor Solutions
Arizona
$261K +$16.3K +371 +8%
KA
906
Kovack Advisors
Florida
$261K -$27.5K -624 -11%
RG
907
Rathbones Group
United Kingdom
$260K +$24.2K +550 +12%
MCA
908
MSH Capital Advisors
Arizona
$260K +$230K +5,230 New
VSQM
909
V-Square Quantitative Management
Illinois
$259K -$66.8K -1,519 -23%
ACP
910
Aveo Capital Partners
Colorado
$258K +$3.52K +80 +2%
GWP
911
Gateway Wealth Partners
Wisconsin
$257K +$228K +5,177 New
PFPT
912
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K +$195K +4,424 +594%
DTC
913
Davidson Trust Company
Washington
$257K -$10.2K -232 -4%
LFAS
914
Level Four Advisory Services
Texas
$255K -$12.7K -289 -5%
PCA
915
Peddock Capital Advisors
Massachusetts
$255K +$13.2K +300 +6%
CI
916
Conning Inc
Connecticut
$255K -$27.7K -630 -11%
EH
917
Equitable Holdings
New York
$252K +$14.8K +336 +7%
TA
918
Tiedemann Advisors
New York
$252K +$222K +5,052 New
TBC
919
Ted Buchan & Co
California
$252K +$18K +410 +9%
TNB
920
Thomasville National Bank
Georgia
$251K – – –
MSFP
921
Mark Sheptoff Financial Planning
Connecticut
$251K +$127K +2,877 +132%
VIA
922
Virtus Investment Advisers
Connecticut
$251K – – –
SAM
923
Steinberg Asset Management
New York
$251K +$222K +5,050 New
IWP
924
Invenio Wealth Partners
Florida
$250K +$221K +5,026 New
PWMAG
925
Pinnacle Wealth Management Advisory Group
New Jersey
$250K -$8.49K -193 -4%
35 36
37
38 39