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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
901
Founders Financial Securities
Maryland
$299K +$298K +5,408 New
EWA
902
EverSource Wealth Advisors
Alabama
$298K +$31.5K +573 +12%
MA
903
Mutual Advisors
Nebraska
$297K -$84.3K -1,532 -22%
TPWM
904
Twelve Points Wealth Management
Massachusetts
$297K +$296K +5,381 New
FGAM
905
Financial Gravity Asset Management
Texas
$296K +$34.9K +635 +1,270%
LIM
906
Leavell Investment Management
Alabama
$296K -$5.5K -100 -2%
FSA
907
Franklin Street Advisors
North Carolina
$296K +$5.5K +100 +2%
PAI
908
Pittenger & Anderson Inc
Nebraska
$295K +$90K +1,635 +44%
CA
909
Claro Advisors
Massachusetts
$295K +$1.27K +23 +0.4%
SC
910
Syon Capital
California
$295K +$294K +5,338 New
IAN
911
Integrated Advisors Network
Texas
$294K -$2.53K -46 -0.9%
PFPT
912
Pinnacle Financial Partners (Tennessee)
Tennessee
$293K +$7.48K +136 +3%
CA
913
Cambridge Advisors
Nebraska
$293K – – –
HT
914
Heritage Trust
Oklahoma
$292K -$8.8K -160 -3%
KCM
915
KRS Capital Management
Michigan
$291K +$290K +5,272 New
FFA
916
Founders Financial Alliance
North Carolina
$290K -$1.27K -23 -0.4%
CPIG
917
Chicago Partners Investment Group
Illinois
$290K -$58.8K -1,068 -15%
IWM
918
IHT Wealth Management
Illinois
$290K +$29.7K +540 +11%
EWM
919
Endowment Wealth Management
Wisconsin
$290K -$21K -381 -7%
WOC
920
West Oak Capital
California
$289K +$16.5K +300 +6%
MCA
921
MSH Capital Advisors
Arizona
$289K – – –
NECFA
922
New England Capital Financial Advisors
Connecticut
$287K -$11.2K -203 -4%
ACP
923
Aveo Capital Partners
Colorado
$287K – – –
CAM
924
Cidel Asset Management
Ontario, Canada
$286K +$285K +5,176 New
PCA
925
Peddock Capital Advisors
Massachusetts
$283K – – –
35 36
37
38 39