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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
926
Founders Capital Management (Connecticut)
Connecticut
$223K – – –
DAS
927
Dynamic Advisor Solutions
Arizona
$223K +$218K +4,876 New
APWM
928
Atlas Private Wealth Management
New York
$221K +$216K +4,832 New
PCA
929
Peddock Capital Advisors
Massachusetts
$221K +$216K +4,830 New
LT
930
Legacy Trust
Michigan
$219K +$214K +4,792 New
BWA
931
BDO Wealth Advisors
Florida
$219K -$9K -201 -4%
SL
932
Sentry LLC
Tennessee
$218K +$213K +4,770 New
VA
933
Valmark Advisers
Ohio
$218K +$213K +4,766 New
LSA
934
Leonteq Securities AG
Switzerland
$217K +$165K +3,689 +349%
DMBA
935
Deseret Mutual Benefit Administrators
Utah
$217K -$18.8K -419 -8%
CCWM
936
Cassaday & Co Wealth Management
Virginia
$217K +$212K +4,737 New
EH
937
Equitable Holdings
New York
$217K +$212K +4,737 New
BAM
938
Blueshift Asset Management
New Jersey
$215K -$28.8K -644 -12%
SWMP
939
Signature Wealth Management Partners
New Jersey
$215K +$210K +4,700 New
NDSI
940
Newman Dignan & Sheerar Inc
Rhode Island
$215K +$210K +4,695 New
RG
941
Rathbones Group
United Kingdom
$214K – – –
TBC
942
Ted Buchan & Co
California
$213K +$209K +4,660 New
RB
943
Rodgers Brothers
Pennsylvania
$212K +$207K +4,628 New
RCM
944
Radnor Capital Management
Pennsylvania
$211K – – –
IWM
945
IHT Wealth Management
Illinois
$209K +$204K +4,559 New
OIA
946
Optimum Investment Advisors
Illinois
$208K – – –
AA
947
Advisory Alpha
Michigan
$208K +$203K +4,542 New
RSWM
948
Robertson Stephens Wealth Management
California
$207K +$203K +4,532 New
MF
949
Montis Financial
Massachusetts
$207K +$203K +4,531 New
PBC
950
Pavion Blue Capital
California
$207K +$202K +4,516 New
36 37
38
39 40