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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1026
Liberty Wealth Management
California
$59K +$181 +5 +0.3%
ARMC
1027
American Research & Management Company
Massachusetts
$58K -$36.2K -1,000 -39%
TF
1028
Tompkins Financial
New York
$57K -$5.07K -140 -8%
JGIA
1029
Jackson Grant Investment Advisers
Connecticut
$57K +$3.69K +102 +7%
MCA
1030
Mercer Capital Advisers
New Jersey
$56K – – –
AF
1031
Allworth Financial
California
$56K +$109 +3 +0.2%
ICP
1032
Interchange Capital Partners
Pennsylvania
$56K +$54.3K +1,500 New
BSSFA
1033
Baron Silver Stevens Financial Advisors
Florida
$56K +$54.5K +1,505 New
HCP
1034
Hexagon Capital Partners
Arkansas
$55K – – –
HFS
1035
Hantz Financial Services
Michigan
$55K +$8.22K +227 +18%
ONST
1036
Old North State Trust
North Carolina
$54K -$70.8K -1,957 -58%
BAM
1037
Bellevue Asset Management
Washington
$54K -$16.6K -458 -24%
SWM
1038
Sugarloaf Wealth Management
Georgia
$54K -$3.58K -99 -6%
CCC
1039
Crescent Capital Consulting
Louisiana
$54K +$51.1K +1,411 New
FFA
1040
Freedman Financial Associates
Massachusetts
$54K +$51.8K +1,430 New
KC
1041
Kinloch Capital
Virginia
$54K +$51.9K +1,433 New
RE
1042
RBC Europe
United Kingdom
$53.7K – – –
BFEC
1043
Benjamin F. Edwards & Company
Missouri
$52K -$56.2K -1,553 -53%
JWA
1044
JFS Wealth Advisors
Pennsylvania
$50K -$14.1K -389 -23%
SBL
1045
Sargent Bickham Lagudis
Colorado
$50K – – –
OC
1046
Oakworth Capital
Alabama
$49K -$2.71K -75 -6%
MWP
1047
Meridian Wealth Partners
Pennsylvania
$49K – – –
PFO
1048
Pathstone Family Office
New Jersey
$49K +$10.4K +287 +29%
M
1049
MOTCO
Texas
$47K -$7.31K -202 -14%
TWA
1050
TCI Wealth Advisors
Arizona
$45K -$27.9K -771 -40%
40 41
42
43 44