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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
951
First Command Bank
Texas
$221K -$25.7K -545 -10%
FCFS
952
First Command Financial Services
Texas
$221K +$4.71K +100 +2%
CCG
953
Cypress Capital Group
Florida
$221K +$224K +4,755 New
CAM
954
Congress Asset Management
Massachusetts
$219K +$7.77K +165 +4%
FFC
955
First Financial Corp
Indiana
$218K -$8.24K -175 -4%
FAM
956
Formidable Asset Management
Ohio
$218K – – –
RSWM
957
Robertson Stephens Wealth Management
California
$218K +$42K +891 +23%
IAN
958
Integrated Advisors Network
Texas
$217K +$223K +4,725 New
LFAS
959
Level Four Advisory Services
Texas
$216K -$32.8K -697 -13%
BCM
960
Becker Capital Management
Oregon
$216K -$11.2K -238 -5%
LI
961
Lafayette Investments
Maryland
$216K -$4.71K -100 -2%
SWMP
962
Signature Wealth Management Partners
New Jersey
$216K – – –
PCA
963
Personal Capital Advisors
California
$215K -$60.5K -1,284 -21%
NDSI
964
Newman Dignan & Sheerar Inc
Rhode Island
$215K -$2.26K -48 -1%
FCMC
965
Founders Capital Management (Connecticut)
Connecticut
$215K – – –
RIA
966
Realta Investment Advisors
Delaware
$214K -$132K -2,812 -38%
FBT
967
First Bank & Trust
South Dakota
$214K -$11.6K -246 -5%
APWM
968
Atlas Private Wealth Management
New York
$214K +$7.86K +167 +4%
DHGWA
969
Dixon Hughes Goodman Wealth Advisors
North Carolina
$214K +$17.8K +377 +9%
MF
970
Montis Financial
Massachusetts
$213K -$10.5K -223 -5%
GWM
971
GSB Wealth Management
Connecticut
$213K -$6.59K -140 -3%
SSWM
972
Sheets Smith Wealth Management
North Carolina
$212K -$942 -20 -0.4%
MWM
973
Minot Wealth Management
Massachusetts
$212K -$141 -3 -0.1%
AIM
974
Acropolis Investment Management
Missouri
$211K +$7.3K +155 +3%
NGA
975
Naples Global Advisors
Florida
$210K – – –
37 38
39
40 41