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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
951
Ted Buchan & Co
California
$291K – – –
LFAS
952
Level Four Advisory Services
Texas
$291K +$16.5K +312 +7%
CI
953
Conning Inc
Connecticut
$290K +$2.38K +45 +0.9%
RA
954
RFG Advisory
Alabama
$289K -$127K -2,406 -32%
PWMAG
955
Pinnacle Wealth Management Advisory Group
New Jersey
$288K -$1.06K -20 -0.4%
AA
956
Advisory Alpha
Michigan
$288K +$7.67K +145 +3%
LGF
957
LGT Group Foundation
Liechtenstein
$288K – – –
TNB
958
Thomasville National Bank
Georgia
$288K +$952 +18 +0.4%
SFP
959
Sterling Financial Planning
New Jersey
$287K +$265K +5,000 New
NIM
960
Northeast Investment Management
Massachusetts
$287K -$115K -2,173 -30%
HFP
961
Holistic Financial Partners
Indiana
$286K +$1.69K +32 +0.6%
BCM
962
Brookstone Capital Management
Illinois
$285K +$14.2K +269 +6%
FB
963
Fulton Bank
Pennsylvania
$283K +$43.7K +826 +20%
KC
964
Kingfisher Capital
North Carolina
$282K +$423 +8 +0.2%
OPCM
965
Osborne Partners Capital Management
California
$282K – – –
WFAG
966
Wescott Financial Advisory Group
Pennsylvania
$282K – – –
FCMC
967
Founders Capital Management (Connecticut)
Connecticut
$280K – – –
RWG
968
Regal Wealth Group
California
$280K +$265 +5 +0.1%
LA
969
LM Advisors
California
$279K +$257K +4,859 New
APWM
970
Atlas Private Wealth Management
New York
$278K – – –
LT
971
Legacy Trust
Michigan
$277K -$15.7K -296 -6%
BST
972
Bath Savings Trust
Maine
$277K -$48.9K -925 -16%
KWA
973
Kingswood Wealth Advisors
California
$275K +$253K +4,788 New
BL
974
Balentine LLC
Georgia
$273K -$122K -2,300 -33%
DGAM
975
Desjardins Global Asset Management
Quebec, Canada
$272K +$3.28K +62 +1%
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