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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1051
Pure Financial Advisors
California
$342K +$36.6K +539 +13%
CPA
1052
Court Place Advisors
Maryland
$341K -$11.9K -175 -4%
CI
1053
Conning Inc
Connecticut
$341K -$16.2K -239 -5%
CWM
1054
Challenger Wealth Management
California
$339K +$2.31K +34 +0.7%
SAI
1055
Savvy Advisors Inc
New York
$339K +$68.7K +1,012 +28%
BMM
1056
Berkshire Money Management
Massachusetts
$339K +$13.6K +200 +5%
PAS
1057
Parsonex Advisory Services
Colorado
$339K +$314K +4,629 New
OAM
1058
Ostrum Asset Management
France
$336K -$8.96K -132 -3%
SMCM
1059
Sky-Mountain Capital Management
Idaho
$336K – – –
CA
1060
Cambridge Advisors
Nebraska
$336K -$33.9K -500 -10%
AWM
1061
Angeles Wealth Management
California
$334K -$3.33K -49 -1%
BAM
1062
Blueshift Asset Management
New Jersey
$334K +$309K +4,561 New
OIA
1063
Optimum Investment Advisors
Illinois
$333K – – –
SVCP
1064
Silicon Valley Capital Partners
California
$333K – – –
SAM
1065
Smartleaf Asset Management
Massachusetts
$332K -$84.5K -1,246 -22%
RWM
1066
Ritholtz Wealth Management
New York
$332K +$38.7K +571 +14%
MSWA
1067
Marshall & Sterling Wealth Advisors
New York
$332K -$407 -6 -0.1%
CCA
1068
Childress Capital Advisors
Texas
$331K +$4.07K +60 +1%
TNB
1069
Thomasville National Bank
Georgia
$330K -$4.61K -68 -1%
PA
1070
Procyon Advisors
Connecticut
$329K -$72.9K -1,074 -19%
HWA
1071
HCR Wealth Advisors
California
$328K +$68 +1 +0%
AA
1072
Alta Advisers
United Kingdom
$327K – – –
TA
1073
Townsend & Associates
Colorado
$323K – – –
FDS
1074
Freedom Day Solutions
Texas
$322K -$68 -1 -0%
GIM
1075
Groesbeck Investment Management
New Jersey
$320K -$113K -1,663 -28%
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