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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
926
Atlas Private Wealth Management
New York
$221K +$216K +4,832 New
PCA
927
Peddock Capital Advisors
Massachusetts
$221K +$216K +4,830 New
LT
928
Legacy Trust
Michigan
$219K +$214K +4,792 New
BWA
929
BDO Wealth Advisors
Florida
$219K -$9K -201 -4%
SL
930
Sentry LLC
Tennessee
$218K +$213K +4,770 New
VA
931
Valmark Advisers
Ohio
$218K +$213K +4,766 New
LSA
932
Leonteq Securities AG
Switzerland
$217K +$165K +3,689 +349%
DMBA
933
Deseret Mutual Benefit Administrators
Utah
$217K -$18.8K -419 -8%
CCWM
934
Cassaday & Co Wealth Management
Virginia
$217K +$212K +4,737 New
EH
935
Equitable Holdings
New York
$217K +$212K +4,737 New
BAM
936
Blueshift Asset Management
New Jersey
$215K -$28.8K -644 -12%
SWMP
937
Signature Wealth Management Partners
New Jersey
$215K +$210K +4,700 New
NDSI
938
Newman Dignan & Sheerar Inc
Rhode Island
$215K +$210K +4,695 New
RG
939
Rathbones Group
United Kingdom
$214K – – –
TBC
940
Ted Buchan & Co
California
$213K +$209K +4,660 New
RB
941
Rodgers Brothers
Pennsylvania
$212K +$207K +4,628 New
RCM
942
Radnor Capital Management
Pennsylvania
$211K – – –
IWM
943
IHT Wealth Management
Illinois
$209K +$204K +4,559 New
OIA
944
Optimum Investment Advisors
Illinois
$208K – – –
AA
945
Advisory Alpha
Michigan
$208K +$203K +4,542 New
RSWM
946
Robertson Stephens Wealth Management
California
$207K +$203K +4,532 New
MF
947
Montis Financial
Massachusetts
$207K +$203K +4,531 New
PBC
948
Pavion Blue Capital
California
$207K +$202K +4,516 New
FFA
949
Founders Financial Alliance
North Carolina
$206K -$42.2K -942 -17%
AC
950
Allstate Corporation
Illinois
$206K -$1.63M -36,331 -89%
36 37
38
39 40