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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
1101
First Trust Investment Solutions
Florida
$218K +$213K +3,462 New
SSB
1102
Sandy Spring Bank
Maryland
$218K -$16.8K -274 -7%
SWMP
1103
Signature Wealth Management Partners
New Jersey
$218K – – –
SIA
1104
Schechter Investment Advisors
Michigan
$218K +$212K +3,450 New
MAWA
1105
Moss Adams Wealth Advisors
Washington
$217K +$211K +3,430 New
HWAM
1106
Hennion & Walsh Asset Management
New Jersey
$217K -$2.83K -46 -1%
HIG
1107
Heritage Investment Group
Florida
$216K +$210K +3,427 New
IP
1108
Ignite Planners
California
$215K +$208K +3,392 New
BBI
1109
Baxter Bros Inc
Connecticut
$214K +$209K +3,398 New
AAS
1110
Ameritas Advisory Services
Nebraska
$214K -$7.61K -124 -4%
SFCL
1111
Strengthening Families & Communities LLC
Massachusetts
$214K +$62.6K +1,020 +43%
WC
1112
Wynn Capital
Georgia
$214K +$208K +3,388 New
DTC
1113
Davidson Trust Company
Washington
$214K -$69.1K -1,126 -25%
CFP
1114
Catalyst Financial Partners
Massachusetts
$214K +$208K +3,387 New
PWM
1115
PBMares Wealth Management
Virginia
$213K +$207K +3,375 New
CFP
1116
Cascade Financial Partners
California
$210K +$204K +3,325 New
EA
1117
Everpar Advisors
Oklahoma
$209K +$204K +3,317 New
QPWM
1118
Quadrant Private Wealth Management
Pennsylvania
$209K +$203K +3,307 New
ST
1119
Smithfield Trust
Pennsylvania
$209K -$29.7K -484 -13%
EIA
1120
Edgemoor Investment Advisors
Maryland
$209K +$203K +3,308 New
JIC
1121
Joel Isaacson & Co
New York
$209K +$203K +3,306 New
FFWA
1122
FRG Family Wealth Advisors
Washington
$208K – – –
NFGCM
1123
Norman Fields Gottscho Capital Management
New York
$208K +$200K +3,265 New
AC
1124
Allstate Corporation
Illinois
$207K +$201K +3,280 New
OCPWS
1125
One Charles Private Wealth Services
Massachusetts
$207K +$201K +3,274 New
43 44
45
46 47