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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
926
Institute for Wealth Management
Colorado
$354K -$1.22K -18 -0.3%
FFA
927
Founders Financial Alliance
North Carolina
$354K -$1.09K -16 -0.3%
HFP
928
Holistic Financial Partners
Indiana
$353K +$57.7K +850 +17%
GCM
929
GKV Capital Management
California
$352K – – –
TIA
930
Tiemann Investment Advisors
California
$349K – – –
WTA
931
Washington Trust Advisors
Massachusetts
$349K +$17.9K +264 +5%
MIM
932
Miller Investment Management
Pennsylvania
$349K – – –
FRA
933
Frank Rimerman Advisors
California
$348K -$5.37K -79 -1%
CCA
934
Childress Capital Advisors
Texas
$348K +$88.9K +1,308 +29%
PCM
935
Polymer Capital Management
New York
$348K +$396K +5,823 New
KCM
936
KRS Capital Management
Michigan
$347K +$17.6K +259 +5%
PFBT
937
Parkside Financial Bank & Trust
Missouri
$346K -$8.36K -123 -2%
AA
938
Advisory Alpha
Michigan
$345K +$679 +10 +0.2%
WIC
939
Woodmont Investment Counsel
Tennessee
$345K -$6.79K -100 -2%
RA
940
Ransom Advisory
Rhode Island
$345K -$35.7K -525 -8%
LIM
941
Leavell Investment Management
Alabama
$344K – – –
DBIA
942
Dumont & Blake Investment Advisors
New Jersey
$342K +$340 +5 +0.1%
WBCM
943
Wilson & Boucher Capital Management
California
$340K -$51K -750 -12%
EWA
944
EverSource Wealth Advisors
Alabama
$339K -$58.4K -860 -13%
FNT
945
First National Trust
Pennsylvania
$336K -$408 -6 -0.1%
LS
946
Livforsakringsbolaget Skandia
Sweden
$336K -$20.4K -300 -5%
TWP
947
Tyche Wealth Partners
Texas
$335K +$136 +2 +0%
PFSC
948
Peoples Financial Services Corp
Pennsylvania
$334K – – –
CPBTD
949
Central Pacific Bank - Trust Division
Hawaii
$333K +$47.6K +700 +14%
HW
950
HORAN Wealth
Ohio
$332K +$378K +5,567 New
36 37
38
39 40