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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1151
Townsend & Associates
Colorado
$268K – – –
CT
1152
Clearstead Trust
Maine
$268K -$10.4K -159 -4%
HWMO
1153
Heritage Wealth Management (Ohio)
Ohio
$267K – – –
BCG
1154
Breakwater Capital Group
New Jersey
$267K +$238K +3,646 New
AWM
1155
Avior Wealth Management
Nebraska
$267K +$238K +3,643 New
RA
1156
RFG Advisory
Alabama
$266K -$68.2K -1,044 -22%
MPWT
1157
MassMutual Private Wealth & Trust
Connecticut
$266K -$5.23K -80 -2%
KA
1158
Kovack Advisors
Florida
$264K -$22.5K -344 -9%
CCA
1159
Childress Capital Advisors
Texas
$264K -$45K -688 -16%
WC
1160
Whitney & Co
New York
$264K – – –
PCA
1161
Pallas Capital Advisors
Massachusetts
$263K +$234K +3,586 New
SFG
1162
Sovereign Financial Group
Connecticut
$263K -$14K -214 -6%
MCM
1163
MV Capital Management
Maryland
$263K +$1.83K +28 +0.8%
MF
1164
Montis Financial
Massachusetts
$263K +$65 +1 +0%
CNBOF
1165
City National Bank of Florida
Florida
$262K +$233K +3,571 New
CCFCSB
1166
Cape Cod Five Cents Savings Bank
Massachusetts
$261K +$233K +3,563 New
GWM
1167
Greenwich Wealth Management
Connecticut
$259K -$4.77K -73 -2%
RWP
1168
Revolve Wealth Partners
New Jersey
$258K +$230K +3,522 New
RZH
1169
Relyea Zuckerberg Hanson
Connecticut
$258K +$230K +3,512 New
AFC
1170
Ares Financial Consulting
California
$256K – – –
SIA
1171
Strategic Investment Advisors
Michigan
$256K -$16.1K -246 -7%
IBOK
1172
Independence Bank of Kentucky
Kentucky
$255K – – –
ADL
1173
Asset Dedication LLC
California
$255K -$11.4K -174 -5%
OCPWS
1174
One Charles Private Wealth Services
Massachusetts
$255K +$227K +3,472 New
EA
1175
Everpar Advisors
Oklahoma
$254K +$227K +3,468 New
45 46
47
48 49