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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
951
Cypress Capital Group
Florida
$221K +$224K +4,755 New
CAM
952
Congress Asset Management
Massachusetts
$219K +$7.77K +165 +4%
FFC
953
First Financial Corp
Indiana
$218K -$8.24K -175 -4%
FAM
954
Formidable Asset Management
Ohio
$218K – – –
RSWM
955
Robertson Stephens Wealth Management
California
$218K +$42K +891 +23%
IAN
956
Integrated Advisors Network
Texas
$217K +$223K +4,725 New
LFAS
957
Level Four Advisory Services
Texas
$216K -$32.8K -697 -13%
BCM
958
Becker Capital Management
Oregon
$216K -$11.2K -238 -5%
LI
959
Lafayette Investments
Maryland
$216K -$4.71K -100 -2%
SWMP
960
Signature Wealth Management Partners
New Jersey
$216K – – –
PCA
961
Personal Capital Advisors
California
$215K -$60.5K -1,284 -21%
FCMC
962
Founders Capital Management (Connecticut)
Connecticut
$215K – – –
RIA
963
Realta Investment Advisors
Delaware
$214K -$132K -2,812 -38%
FBT
964
First Bank & Trust
South Dakota
$214K -$11.6K -246 -5%
APWM
965
Atlas Private Wealth Management
New York
$214K +$7.86K +167 +4%
DHGWA
966
Dixon Hughes Goodman Wealth Advisors
North Carolina
$214K +$17.8K +377 +9%
MF
967
Montis Financial
Massachusetts
$213K -$10.5K -223 -5%
GWM
968
GSB Wealth Management
Connecticut
$213K -$6.59K -140 -3%
SSWM
969
Sheets Smith Wealth Management
North Carolina
$212K -$942 -20 -0.4%
MWM
970
Minot Wealth Management
Massachusetts
$212K -$141 -3 -0.1%
AIM
971
Acropolis Investment Management
Missouri
$211K +$7.3K +155 +3%
NGA
972
Naples Global Advisors
Florida
$210K – – –
QCM
973
Quantinno Capital Management
New York
$210K +$216K +4,579 New
OIA
974
Optimum Investment Advisors
Illinois
$209K -$10.3K -218 -5%
CW
975
CreativeOne Wealth
Kansas
$209K -$1.93K -41 -0.9%
37 38
39
40 41