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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1151
RFG Advisory
Alabama
$266K -$68.2K -1,044 -22%
MPWT
1152
MassMutual Private Wealth & Trust
Connecticut
$266K -$5.23K -80 -2%
KA
1153
Kovack Advisors
Florida
$264K -$22.5K -344 -9%
CCA
1154
Childress Capital Advisors
Texas
$264K -$45K -688 -16%
WC
1155
Whitney & Co
New York
$264K – – –
PCA
1156
Pallas Capital Advisors
Massachusetts
$263K +$234K +3,586 New
SFG
1157
Sovereign Financial Group
Connecticut
$263K -$14K -214 -6%
MCM
1158
MV Capital Management
Maryland
$263K +$1.83K +28 +0.8%
MF
1159
Montis Financial
Massachusetts
$263K +$65 +1 +0%
CNBOF
1160
City National Bank of Florida
Florida
$262K +$233K +3,571 New
CCFCSB
1161
Cape Cod Five Cents Savings Bank
Massachusetts
$261K +$233K +3,563 New
GWM
1162
Greenwich Wealth Management
Connecticut
$259K -$4.77K -73 -2%
RWP
1163
Revolve Wealth Partners
New Jersey
$258K +$230K +3,522 New
RZH
1164
Relyea Zuckerberg Hanson
Connecticut
$258K +$230K +3,512 New
AFC
1165
Ares Financial Consulting
California
$256K – – –
SIA
1166
Strategic Investment Advisors
Michigan
$256K -$16.1K -246 -7%
IBOK
1167
Independence Bank of Kentucky
Kentucky
$255K – – –
ADL
1168
Asset Dedication LLC
California
$255K -$11.4K -174 -5%
OCPWS
1169
One Charles Private Wealth Services
Massachusetts
$255K +$227K +3,472 New
EA
1170
Everpar Advisors
Oklahoma
$254K +$227K +3,468 New
BST
1171
Bath Savings Trust
Maine
$254K -$13.7K -210 -6%
OWA
1172
Opal Wealth Advisors
New York
$254K -$14.4K -220 -6%
HIA
1173
Harbor Investment Advisory
Maryland
$253K – – –
SWMP
1174
Signature Wealth Management Partners
New Jersey
$253K +$225K +3,450 New
PA
1175
ProCore Advisors
California
$252K +$225K +3,438 New
45 46
47
48 49