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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
951
Gratus Capital
Georgia
$227K -$24K -545 -11%
SVCP
952
Silicon Valley Capital Partners
California
$226K -$15.4K -351 -7%
MF
953
Montis Financial
Massachusetts
$225K – – –
GWANC
954
Guardian Wealth Advisors (North Carolina)
North Carolina
$224K -$45.3K -1,030 -19%
RA
955
RFG Advisory
Alabama
$224K +$198K +4,499 New
AC
956
Allstate Corporation
Illinois
$223K – – –
PVI
957
Pine Valley Investments
New Jersey
$223K +$197K +4,479 New
SA
958
Strategic Advisors
New York
$222K +$660 +15 +0.3%
TIMH
959
Tilt Investment Management Holdings
New York
$222K +$196K +4,444 New
BJL
960
Brighton Jones LLC
Washington
$220K +$195K +4,428 New
RWA
961
Ropes Wealth Advisors
Massachusetts
$219K +$194K +4,408 New
AWM
962
Aberdeen Wealth Management
Illinois
$219K – – –
FBT
963
First Bank & Trust
South Dakota
$218K -$22.8K -518 -11%
PFA
964
Pure Financial Advisors
California
$218K -$1.85K -42 -1%
GD
965
Grandfield & Dodd
New York
$217K -$836 -19 -0.4%
TA
966
Townsend & Associates
Colorado
$216K +$176K +4,003 New
MLFP
967
MPS Loria Financial Planners
Illinois
$215K -$2.9K -66 -2%
GWM
968
GSB Wealth Management
Connecticut
$215K +$190K +4,320 New
TFM
969
TFC Financial Management
Massachusetts
$215K -$3.56K -81 -2%
PBC
970
Pavion Blue Capital
California
$215K -$8.8K -200 -4%
BCM
971
Brookstone Capital Management
Illinois
$212K +$189K +4,292 New
FIM
972
Fernwood Investment Management
Massachusetts
$211K +$187K +4,250 New
SWK
973
Stephen W. Kidder
$211K +$187K +4,250 New
PWPS
974
Pinnacle Wealth Planning Services
Ohio
$211K +$187K +4,248 New
UFA
975
US Financial Advisors
Massachusetts
$210K +$186K +4,228 New
37 38
39
40 41