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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1201
Acima Private Wealth
Virginia
$75.6K – – –
HWA
1202
Heritage Wealth Advisors
Virginia
$75.6K – – –
SWM
1203
Sugarloaf Wealth Management
Georgia
$73.4K -$1.18K -21 -2%
BTI
1204
Blue Trust Inc
Georgia
$71K -$98.7K -1,757 -59%
CTWM
1205
Cherry Tree Wealth Management
Minnesota
$70.6K – – –
KFI
1206
Key Financial Inc
Pennsylvania
$69.3K – – –
JFA
1207
JNBA Financial Advisors
Minnesota
$68.9K – – –
IBOK
1208
Independence Bank of Kentucky
Kentucky
$68.7K – – –
RTC
1209
Riverview Trust Company
Washington
$68.4K +$66.1K +1,177 New
PAG
1210
Paladin Advisory Group
Iowa
$68K -$6.07K -108 -8%
BCMLT
1211
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.1K -$4.66K -83 -7%
APC
1212
Aspire Private Capital
North Carolina
$66.1K +$1.24K +22 +2%
B
1213
Birchbrook
Maine
$65.4K – – –
USB
1214
Union Savings Bank
Connecticut
$65.3K -$2.81K -50 -4%
SAM
1215
Smartleaf Asset Management
Massachusetts
$64.5K +$54.6K +972 +661%
FMB
1216
Field & Main Bank
Kentucky
$63.1K -$11.2K -200 -16%
TC
1217
Truvestments Capital
Florida
$59.8K +$6.35K +113 +12%
CIA
1218
Cape Investment Advisory
Georgia
$58.1K – – –
FCM
1219
Firsthand Capital Management
California
$58.1K – – –
CLOS
1220
Compagnie Lombard Odier SCmA
Switzerland
$56.7K -$670K -11,926 -92%
O
1221
Ossiam
France
$56.1K -$419K -7,451 -89%
TFIPS
1222
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.8K – – –
CB
1223
CNB Bank
Pennsylvania
$52.5K – – –
PMFA
1224
Plante Moran Financial Advisors
Michigan
$52.5K +$8.43K +150 +20%
ETC
1225
Exchange Traded Concepts
Oklahoma
$52.2K +$48.8K +868 +2,893%
47 48
49
50 51