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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1051
Pinnacle Wealth Planning Services
Ohio
$219K +$218K +4,044 New
WAP
1052
Wealthcare Advisory Partners
Pennsylvania
$217K -$83K -1,538 -28%
ECG
1053
Edge Capital Group
Georgia
$217K -$10.8K -200 -5%
SFG
1054
Summit Financial Group
West Virginia
$217K – – –
MLIC
1055
Mandatum Life Insurance Company
Finland
$216K +$215K +3,978 New
BPC
1056
Banque Pictet & Cie
Switzerland
$216K +$215K +3,980 New
MFW
1057
Meristem Family Wealth
Minnesota
$215K -$4.26K -79 -2%
CB
1058
Cadence Bank
Mississippi
$215K – – –
BTWM
1059
Baker Tilly Wealth Management
Wisconsin
$215K +$214K +3,973 New
PCP
1060
Proficio Capital Partners
Massachusetts
$214K +$213K +3,939 New
AWP
1061
Abacus Wealth Partners
California
$213K -$2.97K -55 -1%
MI
1062
Markston International
New York
$213K -$98.5K -1,825 -32%
NFC
1063
Northeast Financial Consultants
Connecticut
$212K – – –
RSWM
1064
Robertson Stephens Wealth Management
California
$211K +$210K +3,882 New
FFMBT
1065
First Farmers & Merchants Bank Trust
Tennessee
$211K +$210K +3,885 New
OFS
1066
OneAscent Financial Services
Alabama
$208K -$134K -2,487 -39%
SFS
1067
Stiles Financial Services
Minnesota
$208K +$207K +3,829 New
NAMP
1068
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$206K +$205K +3,807 New
FA
1069
Financial Advisors
Massachusetts
$205K -$10.1K -188 -5%
RWM
1070
Ritholtz Wealth Management
New York
$205K +$204K +3,772 New
KF
1071
Krilogy Financial
Missouri
$204K +$203K +3,765 New
FMBTD
1072
First Midwest Bank Trust Division
Illinois
$203K +$202K +3,735 New
MWP
1073
Madison Wealth Partners
Wisconsin
$202K +$201K +3,716 New
TPWM
1074
Twelve Points Wealth Management
Massachusetts
$202K +$201K +3,720 New
SFG
1075
Sovereign Financial Group
Connecticut
$202K +$201K +3,721 New
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